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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 | $17,817 | $88,707-79.9% | $74,184-76.0% | $273,972-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.44% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,518 | $3,159-52.0% | $2,370-36.0% | $4,869-68.8% |
| Participant deferral / active EE | $2,072 | $4,212-50.8% | $3,550-41.6% | $5,287-60.8% |
| Admin fee / account holder | $2,422 | $8,717-72.2% | $5,586-56.6% | $10,133-76.1% |