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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 | $9,434 | $88,672-89.4% | $105,223-91.0% | $82,448-88.6% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.2pp |
| Annual return | 27.10% | 30.86%-3.8pp | 180.65%-153.6pp | 41.64%-14.5pp |
| Employer contribution / active EE | $1,984 | $3,048-34.9% | $3,689-46.2% | $2,551-22.2% |
| Participant deferral / active EE | $2,490 | $4,036-38.3% | $5,072-50.9% | $4,139-39.8% |
| Admin fee / account holder | $658 | $7,146-90.8% | $8,859-92.6% | $7,234-90.9% |