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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 | $21,660 | $93,617-76.9% | $135,982-84.1% | $75,177-71.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 21.71% | 30.89%-9.2pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,949 | $3,538-44.9% | $4,859-59.9% | $2,671-27.0% |
| Participant deferral / active EE | $2,647 | $6,406-58.7% | $7,760-65.9% | $4,126-35.9% |
| Admin fee / account holder | $1,221 | $6,980-82.5% | $10,767-88.7% | $5,651-78.4% |