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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 | $16,986 | $74,535-77.2% | $100,712-83.1% | $82,637-79.4% |
| Participation rate | 85.4% | 61.2%+24.2pp | 69.3%+16.1pp | 68.1%+17.3pp |
| Annual return | 14.70% | 18.92%-4.2pp | 33.27%-18.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,244 | $1,503-17.2% | $2,313-46.2% | $2,552-51.2% |
| Participant deferral / active EE | $2,506 | $3,074-18.5% | $4,085-38.7% | $4,126-39.3% |
| Admin fee / account holder | $1,326 | $6,576-79.8% | $9,256-85.7% | $7,339-81.9% |