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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 | $14,013 | $93,617-85.0% | $135,982-89.7% | $75,177-81.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.0pp | 67.2%+29.8pp |
| Annual return | 33.09% | 30.89%+2.2pp | 68.32%-35.2pp | 160.75%-127.7pp |
| Employer contribution / active EE | $1,121 | $3,538-68.3% | $4,859-76.9% | $2,671-58.0% |
| Participant deferral / active EE | $5,928 | $6,406-7.5% | $7,760-23.6% | $4,126+43.7% |
| Admin fee / account holder | $2,524 | $6,980-63.8% | $10,767-76.6% | $5,651-55.3% |