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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 | $25,283 | $83,485-69.7% | $125,195-79.8% | $72,976-65.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.55% | 25.77%-5.2pp | 43.79%-23.2pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,402 | $2,346+2.4% | $3,866-37.9% | $2,440-1.5% |
| Participant deferral / active EE | $2,048 | $3,586-42.9% | $4,937-58.5% | $3,608-43.2% |
| Admin fee / account holder | $915 | $5,518-83.4% | $9,704-90.6% | $5,124-82.2% |