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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 | $14,937 | $93,057-83.9% | $153,500-90.3% | $80,925-81.5% |
| Participation rate | 89.5% | 69.0%+20.5pp | 77.1%+12.4pp | 67.7%+21.8pp |
| Annual return | 16.77% | 19.96%-3.2pp | 15.70%+1.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $2,098 | $3,507-40.2% | $5,039-58.4% | $2,756-23.9% |
| Participant deferral / active EE | $3,322 | $5,179-35.9% | $6,756-50.8% | $4,299-22.7% |
| Admin fee / account holder | $588 | $8,885-93.4% | $12,736-95.4% | $6,940-91.5% |