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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 | $20,201 | $58,493-65.5% | $84,021-76.0% | $72,975-72.3% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 27.81% | 28.93%-1.1pp | 71.32%-43.5pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,463 | $1,163+25.8% | $1,984-26.3% | $2,440-40.1% |
| Participant deferral / active EE | $1,145 | $2,394-52.2% | $3,239-64.6% | $3,608-68.3% |
| Admin fee / account holder | $1,390 | $4,569-69.6% | $6,102-77.2% | $5,124-72.9% |