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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 | $10,002 | $124,425-92.0% | $112,040-91.1% | $137,256-92.7% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 34.69% | 24.72%+10.0pp | 24.52%+10.2pp | 220.34%-185.6pp |
| Employer contribution / active EE | $2,883 | $3,411-15.5% | $2,954-2.4% | $4,156-30.6% |
| Participant deferral / active EE | $3,814 | $5,718-33.3% | $5,098-25.2% | $6,407-40.5% |
| Admin fee / account holder | $1,908 | $15,207-87.4% | $12,098-84.2% | $12,270-84.4% |