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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 | $21,047 | $89,367-76.4% | $141,191-85.1% | $72,975-71.2% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.5pp | 69.5%+23.5pp |
| Annual return | 37.34% | 111.87%-74.5pp | 71.41%-34.1pp | 81.01%-43.7pp |
| Employer contribution / active EE | $872 | $3,115-72.0% | $4,736-81.6% | $2,440-64.3% |
| Participant deferral / active EE | $6,307 | $5,419+16.4% | $6,710-6.0% | $3,608+74.8% |
| Admin fee / account holder | $588 | $5,957-90.1% | $10,264-94.3% | $5,124-88.5% |