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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 | $28,934 | $138,366-79.1% | $184,185-84.3% | $80,911-64.2% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.4pp | 67.6%+8.8pp |
| Annual return | 32.99% | 20.02%+13.0pp | 28.81%+4.2pp | 35.63%-2.6pp |
| Employer contribution / active EE | $3,029 | $4,849-37.5% | $6,426-52.9% | $2,756+9.9% |
| Participant deferral / active EE | $6,358 | $7,074-10.1% | $9,132-30.4% | $4,297+48.0% |
| Admin fee / account holder | $5,470 | $10,484-47.8% | $13,909-60.7% | $6,935-21.1% |