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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 | $8,022 | $86,940-90.8% | $102,434-92.2% | $80,935-90.1% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.7pp | 67.7%+13.6pp |
| Annual return | 11.31% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,070 | $2,370-54.8% | $3,023-64.6% | $2,757-61.2% |
| Participant deferral / active EE | $1,911 | $4,121-53.6% | $5,055-62.2% | $4,299-55.5% |
| Admin fee / account holder | $519 | $8,047-93.5% | $9,462-94.5% | $6,924-92.5% |