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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 | $23,962 | $76,371-68.6% | $93,621-74.4% | $72,975-67.2% |
| Participation rate | 72.7% | 71.8%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 24.15% | 25.82%-1.7pp | 32.76%-8.6pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,238 | $2,276-1.6% | $2,719-17.7% | $2,440-8.3% |
| Participant deferral / active EE | $4,153 | $3,538+17.4% | $4,070+2.1% | $3,608+15.1% |
| Admin fee / account holder | $768 | $6,839-88.8% | $7,890-90.3% | $5,124-85.0% |