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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 | $14,108 | $81,487-82.7% | $102,412-86.2% | $80,935-82.6% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 13.97% | 25.60%-11.6pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,723 | $3,103-12.2% | $3,870-29.6% | $2,757-1.2% |
| Participant deferral / active EE | $6,091 | $3,871+57.4% | $5,060+20.4% | $4,299+41.7% |
| Admin fee / account holder | $676 | $6,717-89.9% | $8,388-91.9% | $6,924-90.2% |