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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 | $8,543 | $106,524-92.0% | $152,301-94.4% | $87,485-90.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 33.35% | 26.89%+6.5pp | 80.50%-47.2pp | 26.06%+7.3pp |
| Employer contribution / active EE | $1,693 | $3,371-49.8% | $4,624-63.4% | $2,596-34.8% |
| Participant deferral / active EE | $4,328 | $6,525-33.7% | $8,004-45.9% | $4,274+1.3% |
| Admin fee / account holder | $3,977 | $8,287-52.0% | $14,398-72.4% | $7,775-48.8% |