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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 | $21,297 | $106,864-80.1% | $147,318-85.5% | $82,637-74.2% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 23.80% | 27.49%-3.7pp | 70.43%-46.6pp | 53.51%-29.7pp |
| Employer contribution / active EE | $2,810 | $3,417-17.7% | $4,593-38.8% | $2,552+10.1% |
| Participant deferral / active EE | $3,264 | $6,496-49.7% | $7,906-58.7% | $4,126-20.9% |
| Admin fee / account holder | $832 | $8,415-90.1% | $13,708-93.9% | $7,339-88.7% |