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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 | $13,816 | $93,598-85.2% | $135,974-89.8% | $75,173-81.6% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 28.28% | 30.89%-2.6pp | 68.30%-40.0pp | 160.72%-132.4pp |
| Employer contribution / active EE | $3,042 | $3,538-14.0% | $4,859-37.4% | $2,671+13.9% |
| Participant deferral / active EE | $4,098 | $6,405-36.0% | $7,760-47.2% | $4,126-0.7% |
| Admin fee / account holder | $3,295 | $6,978-52.8% | $10,767-69.4% | $5,651-41.7% |