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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 | $15,216 | $106,749-85.7% | $145,433-89.5% | $82,448-81.5% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 17.99% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,325 | $3,444-61.5% | $4,554-70.9% | $2,551-48.1% |
| Participant deferral / active EE | $3,101 | $6,519-52.4% | $7,897-60.7% | $4,139-25.1% |
| Admin fee / account holder | $1,246 | $8,390-85.1% | $13,129-90.5% | $7,234-82.8% |