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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 | $8,413 | $112,729-92.5% | $98,716-91.5% | $137,256-93.9% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 19.71% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,085 | $2,725-60.2% | $2,279-52.4% | $4,156-73.9% |
| Participant deferral / active EE | $1,558 | $4,640-66.4% | $4,048-61.5% | $6,407-75.7% |
| Admin fee / account holder | $953 | $10,129-90.6% | $8,703-89.1% | $12,270-92.2% |