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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 | $37,265 | $138,393-73.1% | $184,256-79.8% | $80,959-54.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.7%+28.0pp |
| Annual return | 20.45% | 20.01%+0.4pp | 28.85%-8.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,790 | $4,847-63.1% | $6,427-72.1% | $2,757-35.1% |
| Participant deferral / active EE | $5,031 | $7,076-28.9% | $9,133-44.9% | $4,300+17.0% |
| Admin fee / account holder | $2,022 | $10,489-80.7% | $13,899-85.5% | $6,925-70.8% |