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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 | $28,358 | $101,752-72.1% | $164,928-82.8% | $80,911-65.0% |
| Participation rate | 80.6% | 71.8%+8.8pp | 78.6%+2.0pp | 67.6%+13.0pp |
| Annual return | 26.06% | 16.73%+9.3pp | 70.08%-44.0pp | 35.63%-9.6pp |
| Employer contribution / active EE | $1,972 | $2,953-33.2% | $4,343-54.6% | $2,756-28.5% |
| Participant deferral / active EE | $3,302 | $4,477-26.3% | $6,034-45.3% | $4,297-23.2% |
| Admin fee / account holder | $2,837 | $8,218-65.5% | $12,684-77.6% | $6,935-59.1% |