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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 | $37,301 | $146,267-74.5% | $197,124-81.1% | $82,448-54.8% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 21.58% | 29.61%-8.0pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $3,738 | $4,723-20.9% | $6,227-40.0% | $2,551+46.5% |
| Participant deferral / active EE | $8,935 | $7,035+27.0% | $9,135-2.2% | $4,139+115.9% |
| Admin fee / account holder | $416 | $14,422-97.1% | $16,298-97.4% | $7,234-94.3% |