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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 | $24,063 | $76,367-68.5% | $93,614-74.3% | $72,983-67.0% |
| Participation rate | 71.9% | 71.7%+0.1pp | 75.8%-4.0pp | 69.5%+2.4pp |
| Annual return | 25.83% | 25.82%0pp | 32.76%-6.9pp | 81.01%-55.2pp |
| Employer contribution / active EE | $975 | $2,275-57.1% | $2,718-64.1% | $2,440-60.0% |
| Participant deferral / active EE | $2,139 | $3,538-39.5% | $4,069-47.4% | $3,608-40.7% |
| Admin fee / account holder | $581 | $6,838-91.5% | $7,889-92.6% | $5,124-88.7% |