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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 | $11,450 | $95,404-88.0% | $113,397-89.9% | $82,637-86.1% |
| Participation rate | 79.2% | 72.8%+6.3pp | 76.5%+2.7pp | 68.1%+11.1pp |
| Annual return | 19.37% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,429 | $2,307-38.0% | $2,977-52.0% | $2,552-44.0% |
| Participant deferral / active EE | $3,049 | $4,220-27.7% | $5,076-39.9% | $4,126-26.1% |
| Admin fee / account holder | $2,088 | $9,168-77.2% | $11,957-82.5% | $7,339-71.6% |