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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 | $32,176 | $167,415-80.8% | $140,514-77.1% | $198,609-83.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.30% | 13.85%+3.5pp | 14.36%+2.9pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,023 | $4,088-50.5% | $3,378-40.1% | $5,055-60.0% |
| Participant deferral / active EE | $5,405 | $5,579-3.1% | $4,919+9.9% | $6,977-22.5% |
| Admin fee / account holder | $564 | $16,730-96.6% | $13,697-95.9% | $19,030-97.0% |