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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 | $15,179 | $95,453-84.1% | $112,040-86.5% | $82,448-81.6% |
| Participation rate | 90.1% | 72.8%+17.4pp | 76.5%+13.6pp | 68.1%+22.1pp |
| Annual return | 20.71% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,294 | $2,318-44.2% | $2,954-56.2% | $2,551-49.3% |
| Participant deferral / active EE | $2,518 | $4,224-40.4% | $5,098-50.6% | $4,139-39.2% |
| Admin fee / account holder | $1,253 | $9,013-86.1% | $12,098-89.6% | $7,234-82.7% |