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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 | $13,677 | $95,404-85.7% | $113,397-87.9% | $82,637-83.4% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 16.60% | 19.08%-2.5pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,233 | $2,307-46.5% | $2,977-58.6% | $2,552-51.7% |
| Participant deferral / active EE | $2,490 | $4,220-41.0% | $5,076-50.9% | $4,126-39.6% |
| Admin fee / account holder | $2,910 | $9,168-68.3% | $11,957-75.7% | $7,339-60.3% |