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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 | $8,385 | $78,690-89.3% | $161,489-94.8% | $87,485-90.4% |
| Participation rate | 73.0% | 67.5%+5.5pp | 78.7%-5.7pp | 68.9%+4.0pp |
| Annual return | 19.37% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $919 | $2,588-64.5% | $4,268-78.5% | $2,596-64.6% |
| Participant deferral / active EE | $1,358 | $3,311-59.0% | $5,630-75.9% | $4,274-68.2% |
| Admin fee / account holder | $966 | $6,724-85.6% | $16,006-94.0% | $7,775-87.6% |