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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 | $15,887 | $136,860-88.4% | $120,344-86.8% | $154,746-89.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 23.98% | 21.38%+2.6pp | 20.30%+3.7pp | 172.34%-148.4pp |
| Employer contribution / active EE | $2,110 | $3,533-40.3% | $3,020-30.1% | $4,379-51.8% |
| Participant deferral / active EE | $3,212 | $5,793-44.6% | $5,135-37.4% | $6,730-52.3% |
| Admin fee / account holder | $514 | $15,393-96.7% | $12,742-96.0% | $14,365-96.4% |