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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 | $14,463 | $79,894-81.9% | $135,792-89.3% | $82,637-82.5% |
| Participation rate | 78.6% | 63.0%+15.6pp | 72.6%+6.0pp | 68.1%+10.5pp |
| Annual return | 17.69% | 17.20%+0.5pp | 25.96%-8.3pp | 53.51%-35.8pp |
| Employer contribution / active EE | $845 | $2,165-61.0% | $3,496-75.8% | $2,552-66.9% |
| Participant deferral / active EE | $1,822 | $3,194-43.0% | $4,759-61.7% | $4,126-55.9% |
| Admin fee / account holder | $758 | $6,434-88.2% | $12,266-93.8% | $7,339-89.7% |