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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 | $32,475 | $110,137-70.5% | $161,149-79.8% | $82,637-60.7% |
| Participation rate | 93.9% | 72.4%+21.6pp | 78.8%+15.1pp | 68.1%+25.8pp |
| Annual return | 20.21% | 20.69%-0.5pp | 21.16%-0.9pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,593 | $2,856-44.2% | $4,360-63.5% | $2,552-37.6% |
| Participant deferral / active EE | $4,470 | $4,575-2.3% | $6,153-27.4% | $4,126+8.3% |
| Admin fee / account holder | $728 | $9,467-92.3% | $15,194-95.2% | $7,339-90.1% |