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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 | $15,471 | $78,423-80.3% | $95,964-83.9% | $79,856-80.6% |
| Participation rate | 72.2% | 73.5%-1.3pp | 77.1%-4.9pp | 69.6%+2.6pp |
| Annual return | 17.00% | 19.37%-2.4pp | 91.64%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,580 | $1,945-18.8% | $2,541-37.8% | $2,471-36.1% |
| Participant deferral / active EE | $2,528 | $3,440-26.5% | $4,167-39.3% | $3,741-32.4% |
| Admin fee / account holder | $597 | $5,622-89.4% | $6,797-91.2% | $5,306-88.8% |