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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 | $15,243 | $50,464-69.8% | $75,784-79.9% | $52,331-70.9% |
| Participation rate | 83.0% | 66.8%+16.2pp | 75.8%+7.2pp | 68.1%+14.9pp |
| Annual return | 0.61% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,286 | $1,988-35.3% | $3,323-61.3% | $1,882-31.6% |
| Participant deferral / active EE | $2,456 | $2,570-4.5% | $3,652-32.7% | $3,022-18.7% |
| Admin fee / account holder | $1,106 | $1,103+0.2% | $5,300-79.1% | $592+86.9% |