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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 | $16,570 | $138,312-88.0% | $122,979-86.5% | $155,188-89.3% |
| Participation rate | 82.6% | 80.2%+2.4pp | 77.2%+5.4pp | 80.8%+1.8pp |
| Annual return | 22.60% | 22.06%+0.5pp | 20.12%+2.5pp | 148.84%-126.2pp |
| Employer contribution / active EE | $2,508 | $3,530-28.9% | $3,062-18.1% | $4,248-40.9% |
| Participant deferral / active EE | $4,629 | $5,592-17.2% | $5,003-7.5% | $6,531-29.1% |
| Admin fee / account holder | $1,568 | $15,089-89.6% | $12,864-87.8% | $14,480-89.2% |