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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 | $14,508 | $106,524-86.4% | $152,301-90.5% | $87,485-83.4% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 22.11% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,309 | $3,371-61.2% | $4,624-71.7% | $2,596-49.6% |
| Participant deferral / active EE | $3,453 | $6,525-47.1% | $8,004-56.9% | $4,274-19.2% |
| Admin fee / account holder | $1,305 | $8,287-84.3% | $14,398-90.9% | $7,775-83.2% |