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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 | $13,500 | $76,834-82.4% | $108,359-87.5% | $87,485-84.6% |
| Participation rate | 88.4% | 61.7%+26.6pp | 70.1%+18.3pp | 68.9%+19.4pp |
| Annual return | 19.78% | 19.09%+0.7pp | 36.89%-17.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,884 | $1,556+21.1% | $2,399-21.5% | $2,596-27.4% |
| Participant deferral / active EE | $1,610 | $3,100-48.1% | $4,137-61.1% | $4,274-62.3% |
| Admin fee / account holder | $4,260 | $6,537-34.8% | $9,741-56.3% | $7,775-45.2% |