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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 | $17,688 | $71,057-75.1% | $93,654-81.1% | $80,874-78.1% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 11.89% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,095 | $1,564-30.0% | $2,421-54.8% | $2,756-60.3% |
| Participant deferral / active EE | $6,037 | $4,034+49.7% | $4,413+36.8% | $4,297+40.5% |
| Admin fee / account holder | $3,505 | $6,944-49.5% | $8,282-57.7% | $6,935-49.5% |