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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 | $7,950 | $184,014-95.7% | $161,149-95.1% | $138,895-94.3% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.8%+0.1pp | 79.9%-1.0pp |
| Annual return | 17.00% | 21.52%-4.5pp | 21.16%-4.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,342 | $5,055-53.7% | $4,360-46.3% | $4,194-44.2% |
| Participant deferral / active EE | $2,469 | $6,909-64.3% | $6,153-59.9% | $6,396-61.4% |
| Admin fee / account holder | $2,091 | $18,027-88.4% | $15,194-86.2% | $12,562-83.4% |