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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 | $15,345 | $110,137-86.1% | $161,149-90.5% | $82,637-81.4% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 21.45% | 20.69%+0.8pp | 21.16%+0.3pp | 53.51%-32.1pp |
| Employer contribution / active EE | $979 | $2,856-65.7% | $4,360-77.6% | $2,552-61.6% |
| Participant deferral / active EE | $5,107 | $4,575+11.6% | $6,153-17.0% | $4,126+23.8% |
| Admin fee / account holder | $2,238 | $9,467-76.4% | $15,194-85.3% | $7,339-69.5% |