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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 | $25,663 | $146,267-82.5% | $197,124-87.0% | $82,448-68.9% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 20.05% | 29.61%-9.6pp | 44.34%-24.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,149 | $4,723-54.5% | $6,227-65.5% | $2,551-15.8% |
| Participant deferral / active EE | $3,573 | $7,035-49.2% | $9,135-60.9% | $4,139-13.7% |
| Admin fee / account holder | $1,576 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |