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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 | $21,395 | $93,617-77.1% | $135,982-84.3% | $75,177-71.5% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 44.49% | 30.89%+13.6pp | 68.32%-23.8pp | 160.75%-116.3pp |
| Employer contribution / active EE | $2,096 | $3,538-40.8% | $4,859-56.9% | $2,671-21.5% |
| Participant deferral / active EE | $4,287 | $6,406-33.1% | $7,760-44.8% | $4,126+3.9% |
| Admin fee / account holder | $480 | $6,980-93.1% | $10,767-95.5% | $5,651-91.5% |