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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 | $32,508 | $95,404-65.9% | $113,397-71.3% | $82,637-60.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.97% | 19.08%-0.1pp | 23.20%-4.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $3,160 | $2,307+37.0% | $2,977+6.1% | $2,552+23.8% |
| Participant deferral / active EE | $4,913 | $4,220+16.4% | $5,076-3.2% | $4,126+19.1% |
| Admin fee / account holder | $1,644 | $9,168-82.1% | $11,957-86.3% | $7,339-77.6% |