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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 | $15,156 | $74,535-79.7% | $100,712-85.0% | $82,637-81.7% |
| Participation rate | 80.3% | 61.2%+19.1pp | 69.3%+11.0pp | 68.1%+12.2pp |
| Annual return | 14.23% | 18.92%-4.7pp | 33.27%-19.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,110 | $1,503-26.1% | $2,313-52.0% | $2,552-56.5% |
| Participant deferral / active EE | $1,859 | $3,074-39.5% | $4,085-54.5% | $4,126-55.0% |
| Admin fee / account holder | $317 | $6,576-95.2% | $9,256-96.6% | $7,339-95.7% |