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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 | $14,780 | $93,589-84.2% | $135,942-89.1% | $75,181-80.3% |
| Participation rate | 74.5% | 75.2%-0.6pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 34.57% | 30.90%+3.7pp | 68.28%-33.7pp | 160.69%-126.1pp |
| Employer contribution / active EE | $2,781 | $3,537-21.4% | $4,858-42.8% | $2,671+4.1% |
| Participant deferral / active EE | $3,103 | $6,405-51.6% | $7,759-60.0% | $4,126-24.8% |
| Admin fee / account holder | $680 | $6,977-90.3% | $10,764-93.7% | $5,650-88.0% |