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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 | $21,401 | $97,550-78.1% | $120,344-82.2% | $87,485-75.5% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 17.46% | 18.41%-1.0pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,809 | $2,291-21.0% | $3,020-40.1% | $2,596-30.3% |
| Participant deferral / active EE | $4,809 | $4,230+13.7% | $5,135-6.3% | $4,274+12.5% |
| Admin fee / account holder | $1,037 | $9,543-89.1% | $12,742-91.9% | $7,775-86.7% |