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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 | $18,147 | $87,132-79.2% | $105,624-82.8% | $80,959-77.6% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.7%+4.7pp |
| Annual return | 25.46% | 17.03%+8.4pp | 116.20%-90.7pp | 35.67%-10.2pp |
| Employer contribution / active EE | $3,297 | $2,397+37.6% | $3,168+4.1% | $2,757+19.6% |
| Participant deferral / active EE | $4,567 | $3,985+14.6% | $5,013-8.9% | $4,300+6.2% |
| Admin fee / account holder | $4,492 | $8,449-46.8% | $10,961-59.0% | $6,925-35.1% |