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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 | $11,105 | $136,860-91.9% | $120,344-90.8% | $154,746-92.8% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 25.08% | 21.38%+3.7pp | 20.30%+4.8pp | 172.34%-147.3pp |
| Employer contribution / active EE | $2,513 | $3,533-28.9% | $3,020-16.8% | $4,379-42.6% |
| Participant deferral / active EE | $3,749 | $5,793-35.3% | $5,135-27.0% | $6,730-44.3% |
| Admin fee / account holder | $2,212 | $15,393-85.6% | $12,742-82.6% | $14,365-84.6% |