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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 | $19,310 | $72,273-73.3% | $101,275-80.9% | $79,856-75.8% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,505 | $2,691+104.5% | $3,660+50.4% | $2,471+122.8% |
| Participant deferral / active EE | $3,706 | $3,282+12.9% | $4,371-15.2% | $3,741-0.9% |
| Admin fee / account holder | $466 | $4,401-89.4% | $5,948-92.2% | $5,306-91.2% |