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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 | $9,379 | $77,896-88.0% | $134,172-93.0% | $82,448-88.6% |
| Participation rate | 76.5% | 62.8%+13.7pp | 72.5%+4.0pp | 68.1%+8.4pp |
| Annual return | 19.67% | 18.21%+1.5pp | 25.30%-5.6pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,054 | $2,159-51.2% | $3,420-69.2% | $2,551-58.7% |
| Participant deferral / active EE | $3,097 | $3,162-2.1% | $4,690-34.0% | $4,139-25.2% |
| Admin fee / account holder | $1,146 | $6,336-81.9% | $12,016-90.5% | $7,234-84.2% |