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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 | $25,478 | $80,985-68.5% | $96,576-73.6% | $75,181-66.1% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 25.86% | 27.05%-1.2pp | 25.87%0pp | 160.69%-134.8pp |
| Employer contribution / active EE | $2,826 | $2,282+23.8% | $2,965-4.7% | $2,671+5.8% |
| Participant deferral / active EE | $5,907 | $3,929+50.4% | $4,851+21.8% | $4,126+43.2% |
| Admin fee / account holder | $592 | $6,719-91.2% | $8,253-92.8% | $5,650-89.5% |