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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 | $14,355 | $67,602-78.8% | $82,312-82.6% | $70,126-79.5% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 17.90% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $429 | $1,755-75.5% | $2,428-82.3% | $2,343-81.7% |
| Participant deferral / active EE | $1,794 | $2,987-39.9% | $3,706-51.6% | $3,332-46.1% |
| Admin fee / account holder | $1,153 | $4,512-74.4% | $5,608-79.4% | $4,645-75.2% |