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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 | $15,718 | $94,031-83.3% | $115,768-86.4% | $82,448-80.9% |
| Participation rate | 70.3% | 70.4%-0.1pp | 74.4%-4.1pp | 68.1%+2.2pp |
| Annual return | 21.80% | 20.61%+1.2pp | 100.46%-78.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $985 | $2,323-57.6% | $2,940-66.5% | $2,551-61.4% |
| Participant deferral / active EE | $2,340 | $3,972-41.1% | $4,917-52.4% | $4,139-43.5% |
| Admin fee / account holder | $383 | $10,249-96.3% | $12,439-96.9% | $7,234-94.7% |