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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 | $8,480 | $84,953-90.0% | $163,379-94.8% | $82,637-89.7% |
| Participation rate | 90.0% | 65.9%+24.1pp | 76.8%+13.2pp | 68.1%+21.9pp |
| Annual return | 17.34% | 23.07%-5.7pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $957 | $2,183-56.1% | $3,752-74.5% | $2,552-62.5% |
| Participant deferral / active EE | $1,735 | $4,326-59.9% | $6,282-72.4% | $4,126-57.9% |
| Admin fee / account holder | $2,070 | $7,921-73.9% | $9,818-78.9% | $7,339-71.8% |