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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 | $12,416 | $76,834-83.8% | $108,359-88.5% | $87,485-85.8% |
| Participation rate | 81.3% | 61.7%+19.5pp | 70.1%+11.1pp | 68.9%+12.3pp |
| Annual return | 25.17% | 19.09%+6.1pp | 36.89%-11.7pp | 26.06%-0.9pp |
| Employer contribution / active EE | $1,315 | $1,556-15.5% | $2,399-45.2% | $2,596-49.4% |
| Participant deferral / active EE | $2,470 | $3,100-20.3% | $4,137-40.3% | $4,274-42.2% |
| Admin fee / account holder | $1,247 | $6,537-80.9% | $9,741-87.2% | $7,775-84.0% |