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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 | $13,175 | $108,825-87.9% | $156,181-91.6% | $82,448-84.0% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 23.71% | 20.59%+3.1pp | 64.87%-41.2pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,730 | $2,870-39.7% | $4,294-59.7% | $2,551-32.2% |
| Participant deferral / active EE | $3,121 | $4,577-31.8% | $6,132-49.1% | $4,139-24.6% |
| Admin fee / account holder | $1,794 | $9,341-80.8% | $14,586-87.7% | $7,234-75.2% |