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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 | $17,188 | $67,602-74.6% | $82,312-79.1% | $70,126-75.5% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 15.44% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,315 | $1,755-25.1% | $2,428-45.9% | $2,343-43.9% |
| Participant deferral / active EE | $2,356 | $2,987-21.1% | $3,706-36.4% | $3,332-29.3% |
| Admin fee / account holder | $2,833 | $4,512-37.2% | $5,608-49.5% | $4,645-39.0% |