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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 | $8,886 | $81,331-89.1% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 81.0% | 66.3%+14.7pp | 78.2%+2.7pp | 67.7%+13.3pp |
| Annual return | 17.96% | 33.37%-15.4pp | 64.92%-47.0pp | 35.66%-17.7pp |
| Employer contribution / active EE | $892 | $3,105-71.3% | $4,675-80.9% | $2,757-67.6% |
| Participant deferral / active EE | $2,990 | $3,454-13.4% | $5,630-46.9% | $4,299-30.5% |
| Admin fee / account holder | $745 | $7,999-90.7% | $15,900-95.3% | $6,924-89.2% |