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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 | $16,564 | $74,535-77.8% | $100,712-83.6% | $82,637-80.0% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.3%+21.6pp | 68.1%+22.9pp |
| Annual return | 18.71% | 18.92%-0.2pp | 33.27%-14.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,002 | $1,503-33.3% | $2,313-56.7% | $2,552-60.8% |
| Participant deferral / active EE | $1,989 | $3,074-35.3% | $4,085-51.3% | $4,126-51.8% |
| Admin fee / account holder | $819 | $6,576-87.5% | $9,256-91.1% | $7,339-88.8% |