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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 | $18,359 | $106,524-82.8% | $152,301-87.9% | $87,485-79.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 22.34% | 26.89%-4.6pp | 80.50%-58.2pp | 26.06%-3.7pp |
| Employer contribution / active EE | $1,371 | $3,371-59.3% | $4,624-70.4% | $2,596-47.2% |
| Participant deferral / active EE | $3,622 | $6,525-44.5% | $8,004-54.7% | $4,274-15.3% |
| Admin fee / account holder | $520 | $8,287-93.7% | $14,398-96.4% | $7,775-93.3% |