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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 | $17,271 | $95,404-81.9% | $113,397-84.8% | $82,637-79.1% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 19.44% | 19.08%+0.4pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,312 | $2,307-43.1% | $2,977-55.9% | $2,552-48.6% |
| Participant deferral / active EE | $2,438 | $4,220-42.2% | $5,076-52.0% | $4,126-40.9% |
| Admin fee / account holder | $1,020 | $9,168-88.9% | $11,957-91.5% | $7,339-86.1% |