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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 | $33,190 | $97,648-66.0% | $121,663-72.7% | $87,485-62.1% |
| Participation rate | 81.5% | 70.5%+11.0pp | 74.5%+7.0pp | 68.9%+12.5pp |
| Annual return | 16.65% | 18.03%-1.4pp | 147.54%-130.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $978 | $2,300-57.5% | $3,020-67.6% | $2,596-62.3% |
| Participant deferral / active EE | $3,852 | $3,923-1.8% | $4,887-21.2% | $4,274-9.9% |
| Admin fee / account holder | $3,972 | $11,100-64.2% | $14,289-72.2% | $7,775-48.9% |