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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 | $23,873 | $76,367-68.7% | $93,614-74.5% | $72,983-67.3% |
| Participation rate | 79.4% | 71.7%+7.7pp | 75.8%+3.6pp | 69.5%+9.9pp |
| Annual return | 28.75% | 25.82%+2.9pp | 32.76%-4.0pp | 81.01%-52.3pp |
| Employer contribution / active EE | $824 | $2,275-63.8% | $2,718-69.7% | $2,440-66.2% |
| Participant deferral / active EE | $2,150 | $3,538-39.2% | $4,069-47.2% | $3,608-40.4% |
| Admin fee / account holder | $749 | $6,838-89.0% | $7,889-90.5% | $5,124-85.4% |