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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 | $18,406 | $88,672-79.2% | $105,223-82.5% | $82,448-77.7% |
| Participation rate | 89.5% | 67.9%+21.5pp | 75.0%+14.4pp | 68.1%+21.4pp |
| Annual return | 15.12% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,391 | $3,048+11.3% | $3,689-8.1% | $2,551+32.9% |
| Participant deferral / active EE | $3,773 | $4,036-6.5% | $5,072-25.6% | $4,139-8.9% |
| Admin fee / account holder | $1,981 | $7,146-72.3% | $8,859-77.6% | $7,234-72.6% |