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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 | $110,137-75.3% | $161,149-83.2% | $82,637-67.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 20.05% | 20.69%-0.6pp | 21.16%-1.1pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,582 | $2,856-9.6% | $4,360-40.8% | $2,552+1.2% |
| Participant deferral / active EE | $5,885 | $4,575+28.6% | $6,153-4.4% | $4,126+42.6% |
| Admin fee / account holder | $2,320 | $9,467-75.5% | $15,194-84.7% | $7,339-68.4% |