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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 | $18,555 | $106,524-82.6% | $152,301-87.8% | $87,485-78.8% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 19.26% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $876 | $3,371-74.0% | $4,624-81.1% | $2,596-66.3% |
| Participant deferral / active EE | $4,329 | $6,525-33.7% | $8,004-45.9% | $4,274+1.3% |
| Admin fee / account holder | $483 | $8,287-94.2% | $14,398-96.6% | $7,775-93.8% |