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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 | $30,330 | $100,194-69.7% | $122,979-75.3% | $86,983-65.1% |
| Participation rate | 93.8% | 73.0%+20.8pp | 77.2%+16.6pp | 69.5%+24.2pp |
| Annual return | 17.01% | 16.47%+0.5pp | 20.12%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,400 | $2,326-39.8% | $3,062-54.3% | $2,584-45.8% |
| Participant deferral / active EE | $2,855 | $4,133-30.9% | $5,003-42.9% | $4,194-31.9% |
| Admin fee / account holder | $4,780 | $10,148-52.9% | $12,864-62.8% | $7,856-39.2% |