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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 | $24,547 | $80,992-69.7% | $96,534-74.6% | $75,173-67.3% |
| Participation rate | 88.1% | 71.8%+16.3pp | 76.0%+12.1pp | 67.2%+20.9pp |
| Annual return | 14.03% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,221 | $2,283-2.7% | $2,965-25.1% | $2,671-16.8% |
| Participant deferral / active EE | $3,607 | $3,929-8.2% | $4,851-25.6% | $4,126-12.6% |
| Admin fee / account holder | $1,657 | $6,717-75.3% | $8,253-79.9% | $5,651-70.7% |