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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 | $16,413 | $77,962-78.9% | $178,540-90.8% | $80,935-79.7% |
| Participation rate | 90.2% | 65.7%+24.6pp | 77.1%+13.1pp | 67.7%+22.6pp |
| Annual return | 11.08% | 18.10%-7.0pp | 27.15%-16.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,211 | $2,280-46.9% | $3,953-69.4% | $2,757-56.1% |
| Participant deferral / active EE | $3,449 | $4,404-21.7% | $6,281-45.1% | $4,299-19.8% |
| Admin fee / account holder | $1,882 | $7,156-73.7% | $10,424-81.9% | $6,924-72.8% |