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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 | $17,551 | $67,602-74.0% | $82,312-78.7% | $70,126-75.0% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.3pp |
| Annual return | 13.57% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $392 | $1,755-77.7% | $2,428-83.9% | $2,343-83.3% |
| Participant deferral / active EE | $1,496 | $2,987-49.9% | $3,706-59.6% | $3,332-55.1% |
| Admin fee / account holder | $764 | $4,512-83.1% | $5,608-86.4% | $4,645-83.5% |