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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 | $10,006 | $54,763-81.7% | $90,324-88.9% | $72,976-86.3% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 19.77% | 30.63%-10.9pp | 78.15%-58.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,337 | $2,093-36.1% | $2,856-53.2% | $2,440-45.2% |
| Participant deferral / active EE | $2,113 | $2,887-26.8% | $3,885-45.6% | $3,608-41.4% |
| Admin fee / account holder | $1,516 | $3,973-61.9% | $5,356-71.7% | $5,124-70.4% |