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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 | $10,494 | $81,504-87.1% | $102,437-89.8% | $80,959-87.0% |
| Participation rate | 73.1% | 66.9%+6.2pp | 74.5%-1.4pp | 67.7%+5.4pp |
| Annual return | 12.43% | 25.60%-13.2pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,678 | $3,104-45.9% | $3,871-56.6% | $2,757-39.1% |
| Participant deferral / active EE | $2,446 | $3,871-36.8% | $5,060-51.7% | $4,300-43.1% |
| Admin fee / account holder | $3,498 | $6,719-47.9% | $8,388-58.3% | $6,925-49.5% |