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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 | $15,838 | $67,602-76.6% | $82,312-80.8% | $70,126-77.4% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 17.47% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,216 | $1,755+26.3% | $2,428-8.8% | $2,343-5.4% |
| Participant deferral / active EE | $5,228 | $2,987+75.0% | $3,706+41.1% | $3,332+56.9% |
| Admin fee / account holder | $17,950 | $4,512+297.9% | $5,608+220.1% | $4,645+286.4% |