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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 | $23,175 | $106,864-78.3% | $147,318-84.3% | $82,637-72.0% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 20.88% | 27.49%-6.6pp | 70.43%-49.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,511 | $3,417-26.5% | $4,593-45.3% | $2,552-1.6% |
| Participant deferral / active EE | $4,444 | $6,496-31.6% | $7,906-43.8% | $4,126+7.7% |
| Admin fee / account holder | $2,111 | $8,415-74.9% | $13,708-84.6% | $7,339-71.2% |