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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 | $20,788 | $93,598-77.8% | $135,974-84.7% | $75,173-72.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 22.66% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.1pp |
| Employer contribution / active EE | $1,252 | $3,538-64.6% | $4,859-74.2% | $2,671-53.1% |
| Participant deferral / active EE | $3,831 | $6,405-40.2% | $7,760-50.6% | $4,126-7.2% |
| Admin fee / account holder | $987 | $6,978-85.8% | $10,767-90.8% | $5,651-82.5% |