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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 | $19,248 | $93,589-79.4% | $135,942-85.8% | $75,181-74.4% |
| Participation rate | 86.0% | 75.2%+10.9pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 29.57% | 30.90%-1.3pp | 68.28%-38.7pp | 160.69%-131.1pp |
| Employer contribution / active EE | $1,566 | $3,537-55.7% | $4,858-67.8% | $2,671-41.3% |
| Participant deferral / active EE | $6,821 | $6,405+6.5% | $7,759-12.1% | $4,126+65.3% |
| Admin fee / account holder | $706 | $6,977-89.9% | $10,764-93.4% | $5,650-87.5% |