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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 | $17,383 | $101,778-82.9% | $164,975-89.5% | $80,925-78.5% |
| Participation rate | 75.8% | 71.8%+4.0pp | 78.6%-2.8pp | 67.7%+8.1pp |
| Annual return | 15.59% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,887 | $2,954-36.1% | $4,343-56.6% | $2,756-31.6% |
| Participant deferral / active EE | $3,033 | $4,477-32.3% | $6,033-49.7% | $4,299-29.4% |
| Admin fee / account holder | $2,031 | $8,221-75.3% | $12,688-84.0% | $6,940-70.7% |