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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 | $20,619 | $106,864-80.7% | $147,318-86.0% | $82,637-75.0% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 25.86% | 27.49%-1.6pp | 70.43%-44.6pp | 53.51%-27.6pp |
| Employer contribution / active EE | $1,602 | $3,417-53.1% | $4,593-65.1% | $2,552-37.2% |
| Participant deferral / active EE | $4,011 | $6,496-38.2% | $7,906-49.3% | $4,126-2.8% |
| Admin fee / account holder | $692 | $8,415-91.8% | $13,708-94.9% | $7,339-90.6% |