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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 | $9,933 | $76,834-87.1% | $108,359-90.8% | $87,485-88.6% |
| Participation rate | 91.2% | 61.7%+29.4pp | 70.1%+21.1pp | 68.9%+22.2pp |
| Annual return | 23.13% | 19.09%+4.0pp | 36.89%-13.8pp | 26.06%-2.9pp |
| Employer contribution / active EE | $1,484 | $1,556-4.7% | $2,399-38.2% | $2,596-42.9% |
| Participant deferral / active EE | $2,043 | $3,100-34.1% | $4,137-50.6% | $4,274-52.2% |
| Admin fee / account holder | $1,480 | $6,537-77.4% | $9,741-84.8% | $7,775-81.0% |