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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 | $95,404-70.0% | $113,397-74.8% | $82,637-65.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 14.62% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,599 | $2,307-30.7% | $2,977-46.3% | $2,552-37.3% |
| Participant deferral / active EE | $2,455 | $4,220-41.8% | $5,076-51.6% | $4,126-40.5% |
| Admin fee / account holder | $774 | $9,168-91.6% | $11,957-93.5% | $7,339-89.4% |