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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 | $19,190 | $106,524-82.0% | $152,301-87.4% | $87,485-78.1% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.4%-2.0pp | 68.9%+11.5pp |
| Annual return | 17.63% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $881 | $3,371-73.9% | $4,624-80.9% | $2,596-66.1% |
| Participant deferral / active EE | $3,140 | $6,525-51.9% | $8,004-60.8% | $4,274-26.5% |
| Admin fee / account holder | $682 | $8,287-91.8% | $14,398-95.3% | $7,775-91.2% |