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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 | $18,307 | $67,411-72.8% | $91,004-79.9% | $70,124-73.9% |
| Participation rate | 72.9% | 71.4%+1.5pp | 75.6%-2.7pp | 69.5%+3.3pp |
| Annual return | 14.74% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $514 | $1,786-71.2% | $2,456-79.1% | $2,342-78.1% |
| Participant deferral / active EE | $2,027 | $2,823-28.2% | $3,548-42.9% | $3,332-39.2% |
| Admin fee / account holder | $1,523 | $4,236-64.0% | $5,417-71.9% | $4,645-67.2% |