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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 | $9,576 | $86,940-89.0% | $102,434-90.7% | $80,935-88.2% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 12.15% | 18.89%-6.7pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $899 | $2,370-62.1% | $3,023-70.3% | $2,757-67.4% |
| Participant deferral / active EE | $2,304 | $4,121-44.1% | $5,055-54.4% | $4,299-46.4% |
| Admin fee / account holder | $1,558 | $8,047-80.6% | $9,462-83.5% | $6,924-77.5% |