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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 | $16,110 | $81,487-80.2% | $102,412-84.3% | $80,935-80.1% |
| Participation rate | 82.2% | 66.8%+15.4pp | 74.5%+7.7pp | 67.7%+14.5pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,074 | $3,103-65.4% | $3,870-72.3% | $2,757-61.1% |
| Participant deferral / active EE | $2,072 | $3,871-46.5% | $5,060-59.1% | $4,299-51.8% |
| Admin fee / account holder | $2,774 | $6,717-58.7% | $8,388-66.9% | $6,924-59.9% |