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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 | $23,381 | $136,860-82.9% | $120,344-80.6% | $154,746-84.9% |
| Participation rate | 72.2% | 79.9%-7.7pp | 76.7%-4.5pp | 80.7%-8.5pp |
| Annual return | 15.74% | 21.38%-5.6pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,924 | $3,533-45.6% | $3,020-36.3% | $4,379-56.1% |
| Participant deferral / active EE | $3,565 | $5,793-38.5% | $5,135-30.6% | $6,730-47.0% |
| Admin fee / account holder | $3,348 | $15,393-78.2% | $12,742-73.7% | $14,365-76.7% |