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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 | $17,704 | $81,504-78.3% | $102,437-82.7% | $80,959-78.1% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 14.12% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,656 | $3,104-46.6% | $3,871-57.2% | $2,757-39.9% |
| Participant deferral / active EE | $3,960 | $3,871+2.3% | $5,060-21.7% | $4,300-7.9% |
| Admin fee / account holder | $3,111 | $6,719-53.7% | $8,388-62.9% | $6,925-55.1% |