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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 | $11,831 | $110,137-89.3% | $161,149-92.7% | $82,637-85.7% |
| Participation rate | 87.2% | 72.4%+14.8pp | 78.8%+8.3pp | 68.1%+19.1pp |
| Annual return | 24.50% | 20.69%+3.8pp | 21.16%+3.3pp | 53.51%-29.0pp |
| Employer contribution / active EE | $2,012 | $2,856-29.5% | $4,360-53.9% | $2,552-21.2% |
| Participant deferral / active EE | $2,344 | $4,575-48.8% | $6,153-61.9% | $4,126-43.2% |
| Admin fee / account holder | $1,053 | $9,467-88.9% | $15,194-93.1% | $7,339-85.7% |