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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 | $30,400 | $95,404-68.1% | $113,397-73.2% | $82,637-63.2% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.5%+14.4pp | 68.1%+22.9pp |
| Annual return | 17.40% | 19.08%-1.7pp | 23.20%-5.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $864 | $2,307-62.6% | $2,977-71.0% | $2,552-66.2% |
| Participant deferral / active EE | $2,775 | $4,220-34.2% | $5,076-45.3% | $4,126-32.7% |
| Admin fee / account holder | $933 | $9,168-89.8% | $11,957-92.2% | $7,339-87.3% |