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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 | $13,445 | $77,962-82.8% | $178,540-92.5% | $80,935-83.4% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+3.9pp | 67.7%+13.4pp |
| Annual return | 13.12% | 18.10%-5.0pp | 27.15%-14.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,710 | $2,280-25.0% | $3,953-56.7% | $2,757-38.0% |
| Participant deferral / active EE | $2,971 | $4,404-32.5% | $6,281-52.7% | $4,299-30.9% |
| Admin fee / account holder | $1,123 | $7,156-84.3% | $10,424-89.2% | $6,924-83.8% |