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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 | $9,151 | $59,839-84.7% | $81,991-88.8% | $79,852-88.5% |
| Participation rate | 97.1% | 61.6%+35.4pp | 69.3%+27.8pp | 69.6%+27.4pp |
| Annual return | 10.84% | 17.56%-6.7pp | 41.31%-30.5pp | 31.72%-20.9pp |
| Employer contribution / active EE | $993 | $1,713-42.1% | $2,498-60.3% | $2,471-59.8% |
| Participant deferral / active EE | $1,223 | $2,695-54.6% | $3,722-67.2% | $3,740-67.3% |
| Admin fee / account holder | $2,055 | $4,287-52.1% | $5,665-63.7% | $5,306-61.3% |