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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 | $23,703 | $138,393-82.9% | $184,256-87.1% | $80,959-70.7% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.9pp | 67.7%+31.0pp |
| Annual return | 15.11% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,376 | $4,847-30.3% | $6,427-47.5% | $2,757+22.5% |
| Participant deferral / active EE | $4,538 | $7,076-35.9% | $9,133-50.3% | $4,300+5.5% |
| Admin fee / account holder | $1,724 | $10,489-83.6% | $13,899-87.6% | $6,925-75.1% |