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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 | $23,667 | $95,453-75.2% | $112,040-78.9% | $82,448-71.3% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 40.68% | 23.92%+16.8pp | 24.52%+16.2pp | 41.64%-1.0pp |
| Employer contribution / active EE | $1,281 | $2,318-44.7% | $2,954-56.6% | $2,551-49.8% |
| Participant deferral / active EE | $6,070 | $4,224+43.7% | $5,098+19.1% | $4,139+46.6% |
| Admin fee / account holder | $455 | $9,013-95.0% | $12,098-96.2% | $7,234-93.7% |