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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 | $28,602 | $94,436-69.7% | $115,599-75.3% | $82,637-65.4% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.3%+5.7pp | 68.1%+11.9pp |
| Annual return | 27.66% | 18.37%+9.3pp | 111.10%-83.4pp | 53.51%-25.8pp |
| Employer contribution / active EE | $1,639 | $2,324-29.5% | $2,955-44.5% | $2,552-35.8% |
| Participant deferral / active EE | $4,208 | $3,955+6.4% | $4,889-13.9% | $4,126+2.0% |
| Admin fee / account holder | $814 | $10,328-92.1% | $12,841-93.7% | $7,339-88.9% |