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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 | $24,706 | $80,992-69.5% | $96,534-74.4% | $75,173-67.1% |
| Participation rate | 81.8% | 71.8%+10.0pp | 76.0%+5.8pp | 67.2%+14.6pp |
| Annual return | 22.67% | 27.05%-4.4pp | 25.88%-3.2pp | 160.72%-138.1pp |
| Employer contribution / active EE | $4,622 | $2,283+102.5% | $2,965+55.8% | $2,671+73.0% |
| Participant deferral / active EE | $8,907 | $3,929+126.7% | $4,851+83.6% | $4,126+115.9% |
| Admin fee / account holder | $2,817 | $6,717-58.1% | $8,253-65.9% | $5,651-50.1% |