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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 | $15,888 | $106,864-85.1% | $147,318-89.2% | $82,637-80.8% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.1%-11.8pp | 68.1%+2.2pp |
| Annual return | 18.03% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,733 | $3,417-49.3% | $4,593-62.3% | $2,552-32.1% |
| Participant deferral / active EE | $6,111 | $6,496-5.9% | $7,906-22.7% | $4,126+48.1% |
| Admin fee / account holder | $3,390 | $8,415-59.7% | $13,708-75.3% | $7,339-53.8% |