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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 | $95,453-76.6% | $112,040-80.1% | $82,448-72.9% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 29.02% | 23.92%+5.1pp | 24.52%+4.5pp | 41.64%-12.6pp |
| Employer contribution / active EE | $2,078 | $2,318-10.4% | $2,954-29.7% | $2,551-18.6% |
| Participant deferral / active EE | $6,042 | $4,224+43.0% | $5,098+18.5% | $4,139+46.0% |
| Admin fee / account holder | $1,041 | $9,013-88.5% | $12,098-91.4% | $7,234-85.6% |