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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 | $17,679 | $106,864-83.5% | $147,318-88.0% | $82,637-78.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 20.50% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,769 | $3,417-18.9% | $4,593-39.7% | $2,552+8.5% |
| Participant deferral / active EE | $4,083 | $6,496-37.2% | $7,906-48.4% | $4,126-1.1% |
| Admin fee / account holder | $1,122 | $8,415-86.7% | $13,708-91.8% | $7,339-84.7% |