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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 | $16,571 | $55,002-69.9% | $59,899-72.3% | $56,289-70.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.7%+16.8pp | 69.9%+21.7pp |
| Annual return | 5.98% | 1.13%+4.8pp | 3.46%+2.5pp | -9.96%+15.9pp |
| Employer contribution / active EE | $3,047 | $2,448+24.5% | $2,723+11.9% | $2,111+44.3% |
| Participant deferral / active EE | $3,983 | $3,121+27.6% | $3,402+17.0% | $3,350+18.9% |
| Admin fee / account holder | $1,368 | $236+480.2% | $3,592-61.9% | $521+162.5% |