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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 | $17,518 | $93,345-81.2% | $119,126-85.3% | $87,485-80.0% |
| Participation rate | 78.8% | 68.7%+10.1pp | 75.8%+3.1pp | 68.9%+9.9pp |
| Annual return | 19.90% | 19.08%+0.8pp | 282.11%-262.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $2,022 | $3,172-36.2% | $4,034-49.9% | $2,596-22.1% |
| Participant deferral / active EE | $3,761 | $4,099-8.2% | $5,318-29.3% | $4,274-12.0% |
| Admin fee / account holder | $3,060 | $8,039-61.9% | $10,693-71.4% | $7,775-60.6% |