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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 | $8,453 | $81,504-89.6% | $102,437-91.7% | $80,959-89.6% |
| Participation rate | 87.2% | 66.9%+20.4pp | 74.5%+12.7pp | 67.7%+19.6pp |
| Annual return | 13.65% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $803 | $3,104-74.1% | $3,871-79.3% | $2,757-70.9% |
| Participant deferral / active EE | $2,780 | $3,871-28.2% | $5,060-45.1% | $4,300-35.4% |
| Admin fee / account holder | $815 | $6,719-87.9% | $8,388-90.3% | $6,925-88.2% |