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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 | $32,424 | $108,825-70.2% | $156,181-79.2% | $82,448-60.7% |
| Participation rate | 89.3% | 72.4%+16.9pp | 78.8%+10.5pp | 68.1%+21.2pp |
| Annual return | 21.09% | 20.59%+0.5pp | 64.87%-43.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,450 | $2,870-49.5% | $4,294-66.2% | $2,551-43.2% |
| Participant deferral / active EE | $3,012 | $4,577-34.2% | $6,132-50.9% | $4,139-27.2% |
| Admin fee / account holder | $404 | $9,341-95.7% | $14,586-97.2% | $7,234-94.4% |