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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 | $16,334 | $74,535-78.1% | $100,712-83.8% | $82,637-80.2% |
| Participation rate | 85.1% | 61.2%+24.0pp | 69.3%+15.9pp | 68.1%+17.1pp |
| Annual return | 17.41% | 18.92%-1.5pp | 33.27%-15.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $952 | $1,503-36.6% | $2,313-58.8% | $2,552-62.7% |
| Participant deferral / active EE | $1,596 | $3,074-48.1% | $4,085-60.9% | $4,126-61.3% |
| Admin fee / account holder | $2,065 | $6,576-68.6% | $9,256-77.7% | $7,339-71.9% |