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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 | $21,155 | $88,672-76.1% | $105,223-79.9% | $82,448-74.3% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 21.07% | 30.86%-9.8pp | 180.65%-159.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,176 | $3,048-28.6% | $3,689-41.0% | $2,551-14.7% |
| Participant deferral / active EE | $3,685 | $4,036-8.7% | $5,072-27.3% | $4,139-11.0% |
| Admin fee / account holder | $1,340 | $7,146-81.3% | $8,859-84.9% | $7,234-81.5% |