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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 | $30,129 | $95,453-68.4% | $112,040-73.1% | $82,448-63.5% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 14.97% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,007 | $2,318-56.6% | $2,954-65.9% | $2,551-60.5% |
| Participant deferral / active EE | $4,312 | $4,224+2.1% | $5,098-15.4% | $4,139+4.2% |
| Admin fee / account holder | $3,505 | $9,013-61.1% | $12,098-71.0% | $7,234-51.5% |