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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 | $16,915 | $213,785-92.1% | $185,441-90.9% | $155,188-89.1% |
| Participation rate | 82.6% | 83.2%-0.6pp | 80.3%+2.3pp | 80.8%+1.8pp |
| Annual return | 20.20% | 19.97%+0.2pp | 20.16%0pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,960 | $5,393-63.7% | $4,672-58.1% | $4,248-53.9% |
| Participant deferral / active EE | $4,200 | $6,864-38.8% | $6,152-31.7% | $6,531-35.7% |
| Admin fee / account holder | $1,011 | $21,134-95.2% | $17,890-94.3% | $14,480-93.0% |