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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 | $18,721 | $88,672-78.9% | $105,223-82.2% | $82,448-77.3% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 23.09% | 30.86%-7.8pp | 180.65%-157.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,926 | $3,048-36.8% | $3,689-47.8% | $2,551-24.5% |
| Participant deferral / active EE | $4,438 | $4,036+10.0% | $5,072-12.5% | $4,139+7.2% |
| Admin fee / account holder | $3,881 | $7,146-45.7% | $8,859-56.2% | $7,234-46.4% |