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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 | $14,985 | $56,054-73.3% | $171,082-91.2% | $62,881-76.2% |
| Participation rate | 80.0% | 62.9%+17.1pp | 76.7%+3.3pp | 69.3%+10.7pp |
| Annual return | 8.51% | 22.52%-14.0pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $653 | $1,731-62.2% | $4,002-83.7% | $2,281-71.3% |
| Participant deferral / active EE | $4,604 | $3,158+45.8% | $4,797-4.0% | $3,203+43.7% |
| Admin fee / account holder | $4,071 | $3,647+11.6% | $8,520-52.2% | $4,296-5.2% |