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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 | $23,026 | $106,864-78.5% | $147,318-84.4% | $82,637-72.1% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 15.26% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $900 | $3,417-73.7% | $4,593-80.4% | $2,552-64.7% |
| Participant deferral / active EE | $3,787 | $6,496-41.7% | $7,906-52.1% | $4,126-8.2% |
| Admin fee / account holder | $1,373 | $8,415-83.7% | $13,708-90.0% | $7,339-81.3% |