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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 | $16,519 | $124,425-86.7% | $112,040-85.3% | $137,256-88.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 17.94% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,084 | $3,411-68.2% | $2,954-63.3% | $4,156-73.9% |
| Participant deferral / active EE | $1,837 | $5,718-67.9% | $5,098-64.0% | $6,407-71.3% |
| Admin fee / account holder | $2,471 | $15,207-83.7% | $12,098-79.6% | $12,270-79.9% |