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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 | $15,805 | $73,787-78.6% | $98,716-84.0% | $82,448-80.8% |
| Participation rate | 81.4% | 61.4%+19.9pp | 69.3%+12.1pp | 68.1%+13.3pp |
| Annual return | 13.11% | 18.57%-5.5pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $607 | $1,511-59.8% | $2,279-73.3% | $2,551-76.2% |
| Participant deferral / active EE | $1,998 | $3,081-35.1% | $4,048-50.6% | $4,139-51.7% |
| Admin fee / account holder | $1,050 | $6,500-83.8% | $8,703-87.9% | $7,234-85.5% |