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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 | $27,153 | $108,825-75.0% | $156,181-82.6% | $82,448-67.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 20.05% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,582 | $2,870-10.0% | $4,294-39.9% | $2,551+1.2% |
| Participant deferral / active EE | $5,885 | $4,577+28.6% | $6,132-4.0% | $4,139+42.2% |
| Admin fee / account holder | $2,320 | $9,341-75.2% | $14,586-84.1% | $7,234-67.9% |