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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 | $38,236 | $138,393-72.4% | $184,256-79.2% | $80,959-52.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 27.85% | 20.01%+7.8pp | 28.85%-1.0pp | 35.67%-7.8pp |
| Employer contribution / active EE | $3,182 | $4,847-34.3% | $6,427-50.5% | $2,757+15.4% |
| Participant deferral / active EE | $4,616 | $7,076-34.8% | $9,133-49.5% | $4,300+7.3% |
| Admin fee / account holder | $4,489 | $10,489-57.2% | $13,899-67.7% | $6,925-35.2% |