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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 | $8,463 | $112,729-92.5% | $98,716-91.4% | $137,256-93.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 20.10% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,413 | $2,725-48.2% | $2,279-38.0% | $4,156-66.0% |
| Participant deferral / active EE | $1,696 | $4,640-63.5% | $4,048-58.1% | $6,407-73.5% |
| Admin fee / account holder | $1,116 | $10,129-89.0% | $8,703-87.2% | $12,270-90.9% |