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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 | $20,594 | $95,453-78.4% | $112,040-81.6% | $82,448-75.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.76% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,701 | $2,318-26.6% | $2,954-42.4% | $2,551-33.3% |
| Participant deferral / active EE | $3,373 | $4,224-20.2% | $5,098-33.8% | $4,139-18.5% |
| Admin fee / account holder | $371 | $9,013-95.9% | $12,098-96.9% | $7,234-94.9% |