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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 | $14,579 | $72,607-79.9% | $90,259-83.8% | $87,485-83.3% |
| Participation rate | 75.6% | 64.8%+10.8pp | 70.7%+4.9pp | 68.9%+6.7pp |
| Annual return | 16.18% | 18.59%-2.4pp | 18.88%-2.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $864 | $1,919-55.0% | $2,291-62.3% | $2,596-66.7% |
| Participant deferral / active EE | $2,261 | $3,055-26.0% | $3,827-40.9% | $4,274-47.1% |
| Admin fee / account holder | $2,664 | $5,947-55.2% | $7,267-63.3% | $7,775-65.7% |