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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 | $17,772 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 8.30% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,805 | $6,248-71.1% | $5,501-67.2% | $4,869-62.9% |
| Participant deferral / active EE | $2,146 | $5,550-61.3% | $4,871-55.9% | $5,287-59.4% |
| Admin fee / account holder | $621 | $15,560-96.0% | $13,028-95.2% | $10,133-93.9% |