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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 | $41,589 | $254,759-83.7% | $216,567-80.8% | $198,609-79.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 11.47% | 10.04%+1.4pp | 12.94%-1.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $3,101 | $6,096-49.1% | $5,216-40.5% | $5,055-38.7% |
| Participant deferral / active EE | $6,400 | $6,948-7.9% | $6,191+3.4% | $6,977-8.3% |
| Admin fee / account holder | $10,624 | $26,311-59.6% | $21,981-51.7% | $19,030-44.2% |