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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 | $18,832 | $81,504-76.9% | $102,437-81.6% | $80,959-76.7% |
| Participation rate | 85.2% | 66.9%+18.3pp | 74.5%+10.7pp | 67.7%+17.5pp |
| Annual return | 27.04% | 25.60%+1.4pp | 24.95%+2.1pp | 35.67%-8.6pp |
| Employer contribution / active EE | $2,174 | $3,104-29.9% | $3,871-43.8% | $2,757-21.1% |
| Participant deferral / active EE | $2,486 | $3,871-35.8% | $5,060-50.9% | $4,300-42.2% |
| Admin fee / account holder | $1,152 | $6,719-82.9% | $8,388-86.3% | $6,925-83.4% |