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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,059 | $106,524-84.9% | $152,301-89.5% | $87,485-81.6% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.4%-1.1pp | 68.9%+12.4pp |
| Annual return | 22.22% | 26.89%-4.7pp | 80.50%-58.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,429 | $3,371-57.6% | $4,624-69.1% | $2,596-44.9% |
| Participant deferral / active EE | $4,087 | $6,525-37.4% | $8,004-48.9% | $4,274-4.4% |
| Admin fee / account holder | $1,581 | $8,287-80.9% | $14,398-89.0% | $7,775-79.7% |