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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 | $22,309 | $97,550-77.1% | $120,344-81.5% | $87,485-74.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.7%+13.3pp | 68.9%+21.1pp |
| Annual return | 29.02% | 18.41%+10.6pp | 20.30%+8.7pp | 26.06%+3.0pp |
| Employer contribution / active EE | $2,078 | $2,291-9.3% | $3,020-31.2% | $2,596-20.0% |
| Participant deferral / active EE | $6,042 | $4,230+42.8% | $5,135+17.7% | $4,274+41.4% |
| Admin fee / account holder | $1,041 | $9,543-89.1% | $12,742-91.8% | $7,775-86.6% |