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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 | $17,243 | $73,787-76.6% | $98,716-82.5% | $82,448-79.1% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 15.45% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $381 | $1,511-74.8% | $2,279-83.3% | $2,551-85.1% |
| Participant deferral / active EE | $3,922 | $3,081+27.3% | $4,048-3.1% | $4,139-5.2% |
| Admin fee / account holder | $651 | $6,500-90.0% | $8,703-92.5% | $7,234-91.0% |