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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 | $8,706 | $54,757-84.1% | $90,304-90.4% | $72,975-88.1% |
| Participation rate | 83.9% | 65.2%+18.7pp | 73.3%+10.6pp | 69.5%+14.4pp |
| Annual return | 26.78% | 30.63%-3.9pp | 78.13%-51.4pp | 81.01%-54.2pp |
| Employer contribution / active EE | $621 | $2,093-70.3% | $2,855-78.3% | $2,440-74.6% |
| Participant deferral / active EE | $1,682 | $2,887-41.7% | $3,885-56.7% | $3,608-53.4% |
| Admin fee / account holder | $361 | $3,973-90.9% | $5,354-93.3% | $5,124-93.0% |