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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 | $12,416 | $74,535-83.3% | $100,712-87.7% | $82,637-85.0% |
| Participation rate | 81.3% | 61.2%+20.1pp | 69.3%+12.0pp | 68.1%+13.2pp |
| Annual return | 25.17% | 18.92%+6.2pp | 33.27%-8.1pp | 53.51%-28.3pp |
| Employer contribution / active EE | $1,315 | $1,503-12.5% | $2,313-43.1% | $2,552-48.5% |
| Participant deferral / active EE | $2,470 | $3,074-19.6% | $4,085-39.5% | $4,126-40.1% |
| Admin fee / account holder | $1,247 | $6,576-81.0% | $9,256-86.5% | $7,339-83.0% |