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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 | $19,363 | $106,749-81.9% | $145,433-86.7% | $82,448-76.5% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.1%+2.2pp | 68.1%+16.3pp |
| Annual return | 19.40% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,792 | $3,444-48.0% | $4,554-60.7% | $2,551-29.8% |
| Participant deferral / active EE | $3,061 | $6,519-53.0% | $7,897-61.2% | $4,139-26.1% |
| Admin fee / account holder | $1,386 | $8,390-83.5% | $13,129-89.4% | $7,234-80.8% |