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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 | $22,334 | $67,606-67.0% | $82,313-72.9% | $70,124-68.2% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 14.65% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,022 | $1,755-41.8% | $2,428-57.9% | $2,342-56.4% |
| Participant deferral / active EE | $2,120 | $2,987-29.0% | $3,706-42.8% | $3,332-36.4% |
| Admin fee / account holder | $843 | $4,512-81.3% | $5,608-85.0% | $4,645-81.9% |