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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 | $88,672-80.2% | $105,223-83.4% | $82,448-78.8% |
| Participation rate | 78.8% | 67.9%+10.9pp | 75.0%+3.8pp | 68.1%+10.8pp |
| Annual return | 19.90% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,022 | $3,048-33.7% | $3,689-45.2% | $2,551-20.7% |
| Participant deferral / active EE | $3,761 | $4,036-6.8% | $5,072-25.8% | $4,139-9.1% |
| Admin fee / account holder | $3,060 | $7,146-57.2% | $8,859-65.5% | $7,234-57.7% |