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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 | $14,301 | $72,272-80.2% | $101,264-85.9% | $79,858-82.1% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 18.41% | 22.30%-3.9pp | 46.48%-28.1pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,155 | $2,692-57.1% | $3,660-68.5% | $2,471-53.3% |
| Participant deferral / active EE | $3,256 | $3,282-0.8% | $4,370-25.5% | $3,740-12.9% |
| Admin fee / account holder | $548 | $4,401-87.5% | $5,947-90.8% | $5,306-89.7% |