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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 | $9,480 | $81,504-88.4% | $102,437-90.7% | $80,959-88.3% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 18.37% | 25.60%-7.2pp | 24.95%-6.6pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,089 | $3,104-64.9% | $3,871-71.9% | $2,757-60.5% |
| Participant deferral / active EE | $2,160 | $3,871-44.2% | $5,060-57.3% | $4,300-49.8% |
| Admin fee / account holder | $785 | $6,719-88.3% | $8,388-90.6% | $6,925-88.7% |