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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 | $15,445 | $101,778-84.8% | $164,975-90.6% | $80,925-80.9% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.7%+24.6pp |
| Annual return | 12.78% | 16.73%-3.9pp | 70.12%-57.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,977 | $2,954-33.1% | $4,343-54.5% | $2,756-28.3% |
| Participant deferral / active EE | $3,709 | $4,477-17.2% | $6,033-38.5% | $4,299-13.7% |
| Admin fee / account holder | $712 | $8,221-91.3% | $12,688-94.4% | $6,940-89.7% |