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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 | $20,661 | $146,267-85.9% | $197,124-89.5% | $82,448-74.9% |
| Participation rate | 80.3% | 84.0%-3.7pp | 86.7%-6.4pp | 68.1%+12.3pp |
| Annual return | 14.69% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,701 | $4,723-64.0% | $6,227-72.7% | $2,551-33.3% |
| Participant deferral / active EE | $3,274 | $7,035-53.5% | $9,135-64.2% | $4,139-20.9% |
| Admin fee / account holder | $4,319 | $14,422-70.1% | $16,298-73.5% | $7,234-40.3% |