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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 | $21,358 | $215,361-90.1% | $171,082-87.5% | $273,972-92.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 18.87% | 25.14%-6.3pp | 32.56%-13.7pp | 41.46%-22.6pp |
| Employer contribution / active EE | $1,654 | $4,967-66.7% | $4,002-58.7% | $4,869-66.0% |
| Participant deferral / active EE | $6,214 | $5,543+12.1% | $4,797+29.5% | $5,287+17.5% |
| Admin fee / account holder | $597 | $10,846-94.5% | $8,520-93.0% | $10,133-94.1% |