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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 | $13,227 | $67,606-80.4% | $82,313-83.9% | $70,124-81.1% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,080 | $1,755-38.5% | $2,428-55.5% | $2,342-53.9% |
| Participant deferral / active EE | $1,464 | $2,987-51.0% | $3,706-60.5% | $3,332-56.0% |
| Admin fee / account holder | $2,969 | $4,512-34.2% | $5,608-47.1% | $4,645-36.1% |