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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 | $8,670 | $73,787-88.3% | $98,716-91.2% | $82,448-89.5% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.3%+27.8pp | 68.1%+29.1pp |
| Annual return | 14.02% | 18.57%-4.5pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,105 | $1,511-26.9% | $2,279-51.5% | $2,551-56.7% |
| Participant deferral / active EE | $2,556 | $3,081-17.1% | $4,048-36.9% | $4,139-38.3% |
| Admin fee / account holder | $1,402 | $6,500-78.4% | $8,703-83.9% | $7,234-80.6% |