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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 | $22,274 | $67,602-67.1% | $82,312-72.9% | $70,126-68.2% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 20.62% | 21.57%-0.9pp | 25.88%-5.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $497 | $1,755-71.7% | $2,428-79.6% | $2,343-78.8% |
| Participant deferral / active EE | $3,403 | $2,987+13.9% | $3,706-8.2% | $3,332+2.1% |
| Admin fee / account holder | $2,386 | $4,512-47.1% | $5,608-57.5% | $4,645-48.6% |