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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 | $97,550-88.3% | $120,344-90.5% | $87,485-86.9% |
| Participation rate | 79.2% | 72.8%+6.3pp | 76.7%+2.5pp | 68.9%+10.2pp |
| Annual return | 19.37% | 18.41%+1.0pp | 20.30%-0.9pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,429 | $2,291-37.6% | $3,020-52.7% | $2,596-45.0% |
| Participant deferral / active EE | $3,049 | $4,230-27.9% | $5,135-40.6% | $4,274-28.7% |
| Admin fee / account holder | $2,088 | $9,543-78.1% | $12,742-83.6% | $7,775-73.1% |