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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 | $33,239 | $114,712-71.0% | $173,730-80.9% | $87,485-62.0% |
| Participation rate | 78.6% | 73.0%+5.6pp | 79.6%-1.0pp | 68.9%+9.6pp |
| Annual return | 18.30% | 20.18%-1.9pp | 19.96%-1.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,507 | $2,904-48.1% | $4,577-67.1% | $2,596-41.9% |
| Participant deferral / active EE | $2,768 | $4,642-40.4% | $6,326-56.2% | $4,274-35.2% |
| Admin fee / account holder | $2,573 | $10,210-74.8% | $17,523-85.3% | $7,775-66.9% |