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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 | $115,225-92.7% | $100,712-91.6% | $138,895-93.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 20.10% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,413 | $2,771-49.0% | $2,313-38.9% | $4,194-66.3% |
| Participant deferral / active EE | $1,696 | $4,699-63.9% | $4,085-58.5% | $6,396-73.5% |
| Admin fee / account holder | $1,116 | $10,844-89.7% | $9,256-87.9% | $12,562-91.1% |