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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 | $29,070 | $138,386-79.0% | $184,260-84.2% | $80,935-64.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.7%+21.2pp |
| Annual return | 16.00% | 20.02%-4.0pp | 28.84%-12.8pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,655 | $4,851-45.3% | $6,427-58.7% | $2,757-3.7% |
| Participant deferral / active EE | $5,160 | $7,076-27.1% | $9,133-43.5% | $4,299+20.0% |
| Admin fee / account holder | $7,665 | $10,489-26.9% | $13,898-44.8% | $6,924+10.7% |