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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 | $18,692 | $54,541-65.7% | $78,778-76.3% | $70,126-73.3% |
| Participation rate | 74.5% | 60.8%+13.7pp | 69.2%+5.3pp | 69.5%+4.9pp |
| Annual return | 15.93% | 21.07%-5.1pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,802 | $1,089+65.5% | $1,986-9.3% | $2,343-23.1% |
| Participant deferral / active EE | $3,132 | $2,210+41.7% | $2,958+5.9% | $3,332-6.0% |
| Admin fee / account holder | $1,516 | $3,709-59.1% | $5,134-70.5% | $4,645-67.4% |