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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 | $5,751 | $112,729-94.9% | $98,716-94.2% | $137,256-95.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 22.91% | 38.48%-15.6pp | 31.81%-8.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,308 | $2,725-52.0% | $2,279-42.6% | $4,156-68.5% |
| Participant deferral / active EE | $2,305 | $4,640-50.3% | $4,048-43.1% | $6,407-64.0% |
| Admin fee / account holder | $2,012 | $10,129-80.1% | $8,703-76.9% | $12,270-83.6% |