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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 | $15,833 | $108,825-85.5% | $156,181-89.9% | $82,448-80.8% |
| Participation rate | 86.5% | 72.4%+14.1pp | 78.8%+7.7pp | 68.1%+18.4pp |
| Annual return | 17.80% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $889 | $2,870-69.0% | $4,294-79.3% | $2,551-65.2% |
| Participant deferral / active EE | $3,140 | $4,577-31.4% | $6,132-48.8% | $4,139-24.1% |
| Admin fee / account holder | $1,882 | $9,341-79.9% | $14,586-87.1% | $7,234-74.0% |