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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 | $13,393 | $86,940-84.6% | $102,434-86.9% | $80,935-83.5% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | 13.14% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,516 | $2,370-36.0% | $3,023-49.8% | $2,757-45.0% |
| Participant deferral / active EE | $2,032 | $4,121-50.7% | $5,055-59.8% | $4,299-52.7% |
| Admin fee / account holder | $1,414 | $8,047-82.4% | $9,462-85.1% | $6,924-79.6% |