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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 | $14,784 | $106,749-86.2% | $145,433-89.8% | $82,448-82.1% |
| Participation rate | 89.1% | 75.6%+13.4pp | 82.1%+7.0pp | 68.1%+21.0pp |
| Annual return | 24.09% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,122 | $3,444-38.4% | $4,554-53.4% | $2,551-16.8% |
| Participant deferral / active EE | $2,716 | $6,519-58.3% | $7,897-65.6% | $4,139-34.4% |
| Admin fee / account holder | $373 | $8,390-95.6% | $13,129-97.2% | $7,234-94.8% |