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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 | $23,745 | $96,731-75.5% | $123,973-80.8% | $86,983-72.7% |
| Participation rate | 96.4% | 70.0%+26.3pp | 76.7%+19.7pp | 69.5%+26.8pp |
| Annual return | 21.60% | 17.33%+4.3pp | 388.13%-366.5pp | 25.83%-4.2pp |
| Employer contribution / active EE | $3,028 | $3,297-8.2% | $4,126-26.6% | $2,584+17.1% |
| Participant deferral / active EE | $4,298 | $4,152+3.5% | $5,247-18.1% | $4,194+2.5% |
| Admin fee / account holder | $1,173 | $8,722-86.5% | $11,799-90.1% | $7,856-85.1% |