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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 | $8,316 | $71,208-88.3% | $93,681-91.1% | $80,911-89.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.95% | 11.27%+2.7pp | 133.47%-119.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,363 | $1,564-12.9% | $2,422-43.7% | $2,756-50.5% |
| Participant deferral / active EE | $2,586 | $4,035-35.9% | $4,415-41.4% | $4,297-39.8% |
| Admin fee / account holder | $733 | $6,951-89.5% | $8,290-91.2% | $6,935-89.4% |