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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 | $13,742 | $86,940-84.2% | $102,434-86.6% | $80,935-83.0% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.7%+22.8pp |
| Annual return | 13.81% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,049 | $2,370-55.7% | $3,023-65.3% | $2,757-61.9% |
| Participant deferral / active EE | $2,245 | $4,121-45.5% | $5,055-55.6% | $4,299-47.8% |
| Admin fee / account holder | $2,444 | $8,047-69.6% | $9,462-74.2% | $6,924-64.7% |