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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 | $27,142 | $86,949-68.8% | $102,460-73.5% | $80,959-66.5% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.5pp | 67.7%+13.4pp |
| Annual return | 14.36% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,189 | $2,370-49.8% | $3,025-60.7% | $2,757-56.9% |
| Participant deferral / active EE | $4,105 | $4,121-0.4% | $5,056-18.8% | $4,300-4.5% |
| Admin fee / account holder | $4,699 | $8,048-41.6% | $9,460-50.3% | $6,925-32.2% |