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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 | $11,172 | $100,194-88.8% | $122,979-90.9% | $86,983-87.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 23.57% | 16.47%+7.1pp | 20.12%+3.5pp | 25.83%-2.3pp |
| Employer contribution / active EE | $1,443 | $2,326-38.0% | $3,062-52.9% | $2,584-44.2% |
| Participant deferral / active EE | $3,336 | $4,133-19.3% | $5,003-33.3% | $4,194-20.5% |
| Admin fee / account holder | $1,208 | $10,148-88.1% | $12,864-90.6% | $7,856-84.6% |