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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 | $23,229 | $114,712-79.8% | $173,730-86.6% | $87,485-73.4% |
| Participation rate | 75.0% | 73.0%+2.0pp | 79.6%-4.6pp | 68.9%+6.1pp |
| Annual return | 16.54% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $937 | $2,904-67.7% | $4,577-79.5% | $2,596-63.9% |
| Participant deferral / active EE | $3,718 | $4,642-19.9% | $6,326-41.2% | $4,274-13.0% |
| Admin fee / account holder | $367 | $10,210-96.4% | $17,523-97.9% | $7,775-95.3% |