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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 | $17,494 | $80,332-78.2% | $107,187-83.7% | $64,097-72.7% |
| Participation rate | 70.8% | 54.4%+16.4pp | 75.0%-4.2pp | 55.2%+15.6pp |
| Annual return | 20.36% | 24.26%-3.9pp | 204.55%-184.2pp | 34.64%-14.3pp |
| Employer contribution / active EE | $1,333 | $2,501-46.7% | $3,782-64.8% | $1,891-29.5% |
| Participant deferral / active EE | $2,077 | $3,109-33.2% | $5,096-59.2% | $3,080-32.6% |
| Admin fee / account holder | $3,707 | $4,314-14.1% | $9,162-59.5% | $3,454+7.3% |