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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 | $28,605 | $97,550-70.7% | $120,344-76.2% | $87,485-67.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.49% | 18.41%-0.9pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,619 | $2,291+14.3% | $3,020-13.3% | $2,596+0.9% |
| Participant deferral / active EE | $5,420 | $4,230+28.1% | $5,135+5.6% | $4,274+26.8% |
| Admin fee / account holder | $2,014 | $9,543-78.9% | $12,742-84.2% | $7,775-74.1% |