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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 | $11,117 | $49,791-77.7% | $78,210-85.8% | $70,126-84.1% |
| Participation rate | 76.7% | 62.3%+14.4pp | 68.7%+7.9pp | 69.5%+7.1pp |
| Annual return | 25.01% | 20.75%+4.3pp | 40.90%-15.9pp | 73.15%-48.1pp |
| Employer contribution / active EE | $1,803 | $1,430+26.1% | $2,034-11.3% | $2,343-23.0% |
| Participant deferral / active EE | $1,716 | $2,150-20.2% | $2,823-39.2% | $3,332-48.5% |
| Admin fee / account holder | $602 | $3,181-81.1% | $3,758-84.0% | $4,645-87.0% |