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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 | $19,384 | $88,370-78.1% | $112,977-82.8% | $79,852-75.7% |
| Participation rate | 84.5% | 76.8%+7.7pp | 82.6%+1.9pp | 69.6%+14.9pp |
| Annual return | 37.93% | 23.16%+14.8pp | 24.24%+13.7pp | 31.72%+6.2pp |
| Employer contribution / active EE | $1,989 | $3,398-41.5% | $4,255-53.2% | $2,471-19.5% |
| Participant deferral / active EE | $4,620 | $4,536+1.9% | $5,836-20.8% | $3,740+23.5% |
| Admin fee / account holder | $702 | $5,750-87.8% | $6,294-88.9% | $5,306-86.8% |