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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 | $31,683 | $108,825-70.9% | $156,181-79.7% | $82,448-61.6% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 15.68% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,685 | $2,870-6.4% | $4,294-37.5% | $2,551+5.3% |
| Participant deferral / active EE | $3,532 | $4,577-22.8% | $6,132-42.4% | $4,139-14.7% |
| Admin fee / account holder | $1,269 | $9,341-86.4% | $14,586-91.3% | $7,234-82.5% |