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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 | $13,361 | $136,860-90.2% | $120,344-88.9% | $154,746-91.4% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 8.97% | 21.38%-12.4pp | 20.30%-11.3pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,358 | $3,533-61.6% | $3,020-55.0% | $4,379-69.0% |
| Participant deferral / active EE | $3,221 | $5,793-44.4% | $5,135-37.3% | $6,730-52.1% |
| Admin fee / account holder | $307 | $15,393-98.0% | $12,742-97.6% | $14,365-97.9% |