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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 | $38,671 | $143,969-73.1% | $199,883-80.7% | $82,637-53.2% |
| Participation rate | 84.6% | 84.1%+0.5pp | 86.8%-2.2pp | 68.1%+16.6pp |
| Annual return | 19.94% | 25.67%-5.7pp | 43.81%-23.9pp | 53.51%-33.6pp |
| Employer contribution / active EE | $3,440 | $4,632-25.7% | $6,261-45.1% | $2,552+34.8% |
| Participant deferral / active EE | $6,092 | $6,937-12.2% | $9,138-33.3% | $4,126+47.6% |
| Admin fee / account holder | $4,078 | $14,597-72.1% | $17,268-76.4% | $7,339-44.4% |