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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 | $16,848 | $67,602-75.1% | $82,312-79.5% | $70,126-76.0% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $366 | $1,755-79.1% | $2,428-84.9% | $2,343-84.4% |
| Participant deferral / active EE | $1,922 | $2,987-35.7% | $3,706-48.2% | $3,332-42.3% |
| Admin fee / account holder | $484 | $4,512-89.3% | $5,608-91.4% | $4,645-89.6% |