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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 | $23,752 | $86,919-72.7% | $102,457-76.8% | $80,911-70.6% |
| Participation rate | 70.5% | 72.4%-1.9pp | 76.5%-6.0pp | 67.6%+2.8pp |
| Annual return | 12.03% | 18.90%-6.9pp | 29.41%-17.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $727 | $2,368-69.3% | $3,022-75.9% | $2,756-73.6% |
| Participant deferral / active EE | $2,453 | $4,119-40.5% | $5,054-51.5% | $4,297-42.9% |
| Admin fee / account holder | $1,602 | $8,049-80.1% | $9,451-83.1% | $6,935-76.9% |