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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 | $9,129 | $84,953-89.3% | $163,379-94.4% | $82,637-89.0% |
| Participation rate | 91.9% | 65.9%+25.9pp | 76.8%+15.1pp | 68.1%+23.8pp |
| Annual return | 17.84% | 23.07%-5.2pp | 63.41%-45.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,460 | $2,183-33.1% | $3,752-61.1% | $2,552-42.8% |
| Participant deferral / active EE | $1,816 | $4,326-58.0% | $6,282-71.1% | $4,126-56.0% |
| Admin fee / account holder | $1,530 | $7,921-80.7% | $9,818-84.4% | $7,339-79.2% |