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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 | $18,080 | $61,660-70.7% | $80,022-77.4% | $64,173-71.8% |
| Participation rate | 75.9% | 71.7%+4.2pp | 75.8%0pp | 69.6%+6.3pp |
| Annual return | -1.13% | -0.33%-0.8pp | 11.22%-12.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,415 | $1,810-21.8% | $2,468-42.7% | $2,381-40.6% |
| Participant deferral / active EE | $2,702 | $2,968-8.9% | $3,686-26.7% | $3,470-22.1% |
| Admin fee / account holder | $1,495 | $5,417-72.4% | $6,521-77.1% | $4,887-69.4% |