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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 | $18,010 | $73,787-75.6% | $98,716-81.8% | $82,448-78.2% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.3%+24.6pp | 68.1%+25.8pp |
| Annual return | 44.11% | 18.57%+25.5pp | 31.81%+12.3pp | 41.64%+2.5pp |
| Employer contribution / active EE | $330 | $1,511-78.2% | $2,279-85.5% | $2,551-87.1% |
| Participant deferral / active EE | $4,789 | $3,081+55.4% | $4,048+18.3% | $4,139+15.7% |
| Admin fee / account holder | $2,444 | $6,500-62.4% | $8,703-71.9% | $7,234-66.2% |