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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 | $21,174 | $78,423-73.0% | $95,964-77.9% | $79,856-73.5% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.8pp | 69.6%+14.2pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,636 | $1,945-15.9% | $2,541-35.6% | $2,471-33.8% |
| Participant deferral / active EE | $5,724 | $3,440+66.4% | $4,167+37.4% | $3,741+53.0% |
| Admin fee / account holder | $4,758 | $5,622-15.4% | $6,797-30.0% | $5,306-10.3% |