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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 | $16,206 | $74,535-78.3% | $100,712-83.9% | $82,637-80.4% |
| Participation rate | 83.1% | 61.2%+21.9pp | 69.3%+13.8pp | 68.1%+15.1pp |
| Annual return | 23.04% | 18.92%+4.1pp | 33.27%-10.2pp | 53.51%-30.5pp |
| Employer contribution / active EE | $1,398 | $1,503-7.0% | $2,313-39.6% | $2,552-45.2% |
| Participant deferral / active EE | $2,900 | $3,074-5.6% | $4,085-29.0% | $4,126-29.7% |
| Admin fee / account holder | $1,741 | $6,576-73.5% | $9,256-81.2% | $7,339-76.3% |