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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 | $25,374 | $95,404-73.4% | $113,397-77.6% | $82,637-69.3% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 13.03% | 19.08%-6.0pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,175 | $2,307-49.0% | $2,977-60.5% | $2,552-53.9% |
| Participant deferral / active EE | $4,004 | $4,220-5.1% | $5,076-21.1% | $4,126-3.0% |
| Admin fee / account holder | $1,671 | $9,168-81.8% | $11,957-86.0% | $7,339-77.2% |