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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 | $20,214 | $86,940-76.7% | $102,434-80.3% | $80,935-75.0% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.2pp |
| Annual return | 13.33% | 18.89%-5.6pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,750 | $2,370-26.1% | $3,023-42.1% | $2,757-36.5% |
| Participant deferral / active EE | $3,680 | $4,121-10.7% | $5,055-27.2% | $4,299-14.4% |
| Admin fee / account holder | $2,564 | $8,047-68.1% | $9,462-72.9% | $6,924-63.0% |