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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 | $18,502 | $81,504-77.3% | $102,437-81.9% | $80,959-77.1% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.7%+24.9pp |
| Annual return | 13.09% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,385 | $3,104-23.2% | $3,871-38.4% | $2,757-13.5% |
| Participant deferral / active EE | $4,568 | $3,871+18.0% | $5,060-9.7% | $4,300+6.2% |
| Admin fee / account holder | $1,376 | $6,719-79.5% | $8,388-83.6% | $6,925-80.1% |