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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 | $18,251 | $67,602-73.0% | $82,312-77.8% | $70,126-74.0% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 18.23% | 21.57%-3.3pp | 25.88%-7.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,795 | $1,755+2.3% | $2,428-26.1% | $2,343-23.4% |
| Participant deferral / active EE | $3,399 | $2,987+13.8% | $3,706-8.3% | $3,332+2.0% |
| Admin fee / account holder | $1,802 | $4,512-60.1% | $5,608-67.9% | $4,645-61.2% |