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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 | $8,317 | $76,834-89.2% | $108,359-92.3% | $87,485-90.5% |
| Participation rate | 88.9% | 61.7%+27.2pp | 70.1%+18.8pp | 68.9%+20.0pp |
| Annual return | 20.58% | 19.09%+1.5pp | 36.89%-16.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,043 | $1,556-33.0% | $2,399-56.5% | $2,596-59.8% |
| Participant deferral / active EE | $1,702 | $3,100-45.1% | $4,137-58.9% | $4,274-60.2% |
| Admin fee / account holder | $964 | $6,537-85.3% | $9,741-90.1% | $7,775-87.6% |