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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 | $17,694 | $77,574-77.2% | $108,753-83.7% | $86,983-79.7% |
| Participation rate | 83.3% | 62.3%+21.0pp | 71.1%+12.2pp | 69.5%+13.8pp |
| Annual return | 15.26% | 18.42%-3.2pp | 37.47%-22.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,576 | $1,611-2.2% | $2,427-35.1% | $2,584-39.0% |
| Participant deferral / active EE | $1,781 | $3,128-43.1% | $4,115-56.7% | $4,194-57.5% |
| Admin fee / account holder | $463 | $6,529-92.9% | $10,320-95.5% | $7,856-94.1% |