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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 | $10,434 | $184,014-94.3% | $161,149-93.5% | $138,895-92.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 27.84% | 21.52%+6.3pp | 21.16%+6.7pp | 145.39%-117.6pp |
| Employer contribution / active EE | $1,702 | $5,055-66.3% | $4,360-61.0% | $4,194-59.4% |
| Participant deferral / active EE | $2,331 | $6,909-66.3% | $6,153-62.1% | $6,396-63.6% |
| Admin fee / account holder | $2,167 | $18,027-88.0% | $15,194-85.7% | $12,562-82.8% |