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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 | $19,342 | $79,955-75.8% | $98,461-80.4% | $75,173-74.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.46% | 19.75%+3.7pp | 21.17%+2.3pp | 160.72%-137.3pp |
| Employer contribution / active EE | $1,458 | $2,264-35.6% | $3,049-52.2% | $2,671-45.4% |
| Participant deferral / active EE | $2,978 | $3,752-20.6% | $4,738-37.1% | $4,126-27.8% |
| Admin fee / account holder | $942 | $6,841-86.2% | $8,961-89.5% | $5,651-83.3% |