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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 | $18,388 | $89,515-79.5% | $103,486-82.2% | $80,935-77.3% |
| Participation rate | 88.2% | 76.0%+12.2pp | 80.5%+7.7pp | 67.7%+20.6pp |
| Annual return | 22.59% | 22.82%-0.2pp | 23.93%-1.3pp | 35.66%-13.1pp |
| Employer contribution / active EE | $3,776 | $4,015-6.0% | $4,679-19.3% | $2,757+37.0% |
| Participant deferral / active EE | $5,335 | $5,463-2.3% | $6,628-19.5% | $4,299+24.1% |
| Admin fee / account holder | $1,225 | $6,527-81.2% | $9,354-86.9% | $6,924-82.3% |