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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 | $106,864-82.0% | $147,318-87.0% | $82,637-76.8% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 17.63% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $881 | $3,417-74.2% | $4,593-80.8% | $2,552-65.5% |
| Participant deferral / active EE | $3,140 | $6,496-51.7% | $7,906-60.3% | $4,126-23.9% |
| Admin fee / account holder | $682 | $8,415-91.9% | $13,708-95.0% | $7,339-90.7% |