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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 | $28,652 | $95,453-70.0% | $112,040-74.4% | $82,448-65.2% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.5%+14.2pp | 68.1%+22.6pp |
| Annual return | 20.90% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,504 | $2,318+8.1% | $2,954-15.2% | $2,551-1.8% |
| Participant deferral / active EE | $4,382 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $1,182 | $9,013-86.9% | $12,098-90.2% | $7,234-83.7% |