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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 | $8,548 | $90,400-90.5% | $186,193-95.4% | $87,485-90.2% |
| Participation rate | 89.1% | 66.2%+22.9pp | 77.1%+12.0pp | 68.9%+20.2pp |
| Annual return | 25.62% | 22.15%+3.5pp | 78.03%-52.4pp | 26.06%-0.4pp |
| Employer contribution / active EE | $1,953 | $2,170-10.0% | $3,918-50.1% | $2,596-24.8% |
| Participant deferral / active EE | $2,313 | $4,330-46.6% | $6,513-64.5% | $4,274-45.9% |
| Admin fee / account holder | $506 | $8,673-94.2% | $11,058-95.4% | $7,775-93.5% |