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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 | $20,182 | $81,504-75.2% | $102,437-80.3% | $80,959-75.1% |
| Participation rate | 96.6% | 66.9%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 12.46% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,372 | $3,104-23.6% | $3,871-38.7% | $2,757-14.0% |
| Participant deferral / active EE | $5,314 | $3,871+37.3% | $5,060+5.0% | $4,300+23.6% |
| Admin fee / account holder | $1,192 | $6,719-82.3% | $8,388-85.8% | $6,925-82.8% |