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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 | $19,297 | $74,535-74.1% | $100,712-80.8% | $82,637-76.6% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 15.37% | 18.92%-3.6pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $791 | $1,503-47.4% | $2,313-65.8% | $2,552-69.0% |
| Participant deferral / active EE | $1,448 | $3,074-52.9% | $4,085-64.6% | $4,126-64.9% |
| Admin fee / account holder | $1,006 | $6,576-84.7% | $9,256-89.1% | $7,339-86.3% |