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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 | $21,550 | $145,431-85.2% | $211,142-89.8% | $87,485-75.4% |
| Participation rate | 86.8% | 84.7%+2.1pp | 87.3%-0.5pp | 68.9%+17.9pp |
| Annual return | 42.85% | 27.21%+15.6pp | 46.84%-4.0pp | 26.06%+16.8pp |
| Employer contribution / active EE | $3,385 | $4,662-27.4% | $6,442-47.5% | $2,596+30.4% |
| Participant deferral / active EE | $5,120 | $6,859-25.3% | $9,284-44.9% | $4,274+19.8% |
| Admin fee / account holder | $4,775 | $17,052-72.0% | $19,076-75.0% | $7,775-38.6% |