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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 | $16,269 | $93,598-82.6% | $135,974-88.0% | $75,173-78.4% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 15.34% | 30.89%-15.5pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,099 | $3,538-68.9% | $4,859-77.4% | $2,671-58.8% |
| Participant deferral / active EE | $4,014 | $6,405-37.3% | $7,760-48.3% | $4,126-2.7% |
| Admin fee / account holder | $2,804 | $6,978-59.8% | $10,767-74.0% | $5,651-50.4% |