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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 | $31,182 | $95,404-67.3% | $113,397-72.5% | $82,637-62.3% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 15.36% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $4,489 | $2,307+94.6% | $2,977+50.8% | $2,552+75.9% |
| Participant deferral / active EE | $2,163 | $4,220-48.7% | $5,076-57.4% | $4,126-47.6% |
| Admin fee / account holder | $4,212 | $9,168-54.1% | $11,957-64.8% | $7,339-42.6% |