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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 | $9,550 | $46,534-79.5% | $64,097-85.1% | $75,177-87.3% |
| Participation rate | 73.2% | 65.9%+7.2pp | 72.3%+0.9pp | 67.2%+6.0pp |
| Annual return | 60.80% | 26.07%+34.7pp | 33.75%+27.1pp | 160.75%-100.0pp |
| Employer contribution / active EE | $1,781 | $1,976-9.9% | $2,750-35.2% | $2,671-33.3% |
| Participant deferral / active EE | $2,659 | $2,835-6.2% | $3,881-31.5% | $4,126-35.6% |
| Admin fee / account holder | $690 | $2,957-76.7% | $3,070-77.5% | $5,651-87.8% |