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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 | $7,429 | $67,602-89.0% | $82,312-91.0% | $70,126-89.4% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 22.57% | 21.57%+1.0pp | 25.88%-3.3pp | 73.15%-50.6pp |
| Employer contribution / active EE | $984 | $1,755-43.9% | $2,428-59.5% | $2,343-58.0% |
| Participant deferral / active EE | $1,826 | $2,987-38.9% | $3,706-50.7% | $3,332-45.2% |
| Admin fee / account holder | $462 | $4,512-89.8% | $5,608-91.8% | $4,645-90.0% |