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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 | $24,600 | $95,453-74.2% | $112,040-78.0% | $82,448-70.2% |
| Participation rate | 88.5% | 72.8%+15.8pp | 76.5%+12.0pp | 68.1%+20.5pp |
| Annual return | 25.08% | 23.92%+1.2pp | 24.52%+0.6pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,920 | $4,224+40.2% | $5,098+16.1% | $4,139+43.0% |
| Admin fee / account holder | $1,777 | $9,013-80.3% | $12,098-85.3% | $7,234-75.4% |