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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 | $9,196 | $77,920-88.2% | $149,723-93.9% | $75,177-87.8% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.50%-117.1pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,115 | $3,138-64.5% | $4,821-76.9% | $2,671-58.2% |
| Participant deferral / active EE | $2,258 | $3,411-33.8% | $5,682-60.3% | $4,126-45.3% |
| Admin fee / account holder | $687 | $5,951-88.5% | $13,215-94.8% | $5,651-87.8% |