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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 | $35,985 | $109,620-67.2% | $148,496-75.8% | $94,015-61.7% |
| Participation rate | 71.4% | 71.3%+0.2pp | 76.0%-4.6pp | 70.8%+0.6pp |
| Annual return | 19.19% | 17.54%+1.7pp | 12.33%+6.9pp | 17.84%+1.3pp |
| Employer contribution / active EE | $1,406 | $2,618-46.3% | $3,497-59.8% | $2,790-49.6% |
| Participant deferral / active EE | $3,903 | $3,831+1.9% | $4,808-18.8% | $4,249-8.1% |
| Admin fee / account holder | $2,332 | $10,050-76.8% | $19,547-88.1% | $8,951-73.9% |