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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 | $9,145 | $112,729-91.9% | $98,716-90.7% | $137,256-93.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 27.26% | 38.48%-11.2pp | 31.81%-4.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,222 | $2,725-55.2% | $2,279-46.4% | $4,156-70.6% |
| Participant deferral / active EE | $5,719 | $4,640+23.2% | $4,048+41.3% | $6,407-10.7% |
| Admin fee / account holder | $402 | $10,129-96.0% | $8,703-95.4% | $12,270-96.7% |