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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 | $16,190 | $161,352-90.0% | $134,172-87.9% | $137,256-88.2% |
| Participation rate | 84.6% | 78.3%+6.3pp | 72.5%+12.1pp | 80.0%+4.7pp |
| Annual return | 28.18% | 28.72%-0.5pp | 25.30%+2.9pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,222 | $4,099-45.8% | $3,420-35.0% | $4,156-46.5% |
| Participant deferral / active EE | $3,475 | $5,552-37.4% | $4,690-25.9% | $6,407-45.8% |
| Admin fee / account holder | $3,035 | $15,028-79.8% | $12,016-74.7% | $12,270-75.3% |