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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 | $15,515 | $93,057-83.3% | $153,500-89.9% | $80,925-80.8% |
| Participation rate | 86.1% | 69.0%+17.1pp | 77.1%+9.0pp | 67.7%+18.5pp |
| Annual return | 14.26% | 19.96%-5.7pp | 15.70%-1.4pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,744 | $3,507+6.8% | $5,039-25.7% | $2,756+35.8% |
| Participant deferral / active EE | $6,085 | $5,179+17.5% | $6,756-9.9% | $4,299+41.6% |
| Admin fee / account holder | $4,064 | $8,885-54.3% | $12,736-68.1% | $6,940-41.4% |