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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 | $16,150 | $99,875-83.8% | $146,866-89.0% | $86,983-81.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 20.27% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $2,603 | $3,224-19.3% | $4,425-41.2% | $2,584+0.7% |
| Participant deferral / active EE | $2,714 | $6,322-57.1% | $7,759-65.0% | $4,194-35.3% |
| Admin fee / account holder | $552 | $7,838-93.0% | $13,620-95.9% | $7,856-93.0% |