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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 | $12,563 | $86,940-85.5% | $102,434-87.7% | $80,935-84.5% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.7%+22.5pp |
| Annual return | 33.33% | 18.89%+14.4pp | 29.46%+3.9pp | 35.66%-2.3pp |
| Employer contribution / active EE | $1,231 | $2,370-48.0% | $3,023-59.3% | $2,757-55.3% |
| Participant deferral / active EE | $3,030 | $4,121-26.5% | $5,055-40.1% | $4,299-29.5% |
| Admin fee / account holder | $1,567 | $8,047-80.5% | $9,462-83.4% | $6,924-77.4% |