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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 | $28,256 | $95,404-70.4% | $113,397-75.1% | $82,637-65.8% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.5%-2.6pp | 68.1%+5.9pp |
| Annual return | 16.96% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,329 | $2,307-42.4% | $2,977-55.4% | $2,552-47.9% |
| Participant deferral / active EE | $2,819 | $4,220-33.2% | $5,076-44.5% | $4,126-31.7% |
| Admin fee / account holder | $3,118 | $9,168-66.0% | $11,957-73.9% | $7,339-57.5% |