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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 | $18,509 | $73,955-75.0% | $96,520-80.8% | $75,181-75.4% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 15.49% | 26.72%-11.2pp | 35.72%-20.2pp | 160.69%-145.2pp |
| Employer contribution / active EE | $902 | $2,930-69.2% | $3,739-75.9% | $2,671-66.2% |
| Participant deferral / active EE | $1,985 | $3,659-45.8% | $4,879-59.3% | $4,126-51.9% |
| Admin fee / account holder | $841 | $5,217-83.9% | $6,733-87.5% | $5,650-85.1% |