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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 | $29,344 | $86,940-66.2% | $102,434-71.4% | $80,935-63.7% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.7%+30.5pp |
| Annual return | 12.07% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,345 | $2,370+41.2% | $3,023+10.6% | $2,757+21.3% |
| Participant deferral / active EE | $6,711 | $4,121+62.8% | $5,055+32.8% | $4,299+56.1% |
| Admin fee / account holder | $2,484 | $8,047-69.1% | $9,462-73.7% | $6,924-64.1% |