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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 | $11,374 | $71,230-84.0% | $93,727-87.9% | $80,959-86.0% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.7%+28.5pp |
| Annual return | 10.26% | 11.26%-1.0pp | 133.83%-123.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,504 | $1,565-3.9% | $2,421-37.9% | $2,757-45.5% |
| Participant deferral / active EE | $2,897 | $4,037-28.2% | $4,417-34.4% | $4,300-32.6% |
| Admin fee / account holder | $3,335 | $6,961-52.1% | $8,292-59.8% | $6,925-51.8% |