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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 | $28,616 | $95,453-70.0% | $112,040-74.5% | $82,448-65.3% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 14.62% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,599 | $2,318-31.0% | $2,954-45.9% | $2,551-37.3% |
| Participant deferral / active EE | $2,455 | $4,224-41.9% | $5,098-51.8% | $4,139-40.7% |
| Admin fee / account holder | $774 | $9,013-91.4% | $12,098-93.6% | $7,234-89.3% |