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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 | $8,369 | $81,331-89.7% | $155,534-94.6% | $80,935-89.7% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 15.75% | 33.37%-17.6pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,158 | $3,105-30.5% | $4,675-53.8% | $2,757-21.7% |
| Participant deferral / active EE | $2,677 | $3,454-22.5% | $5,630-52.4% | $4,299-37.7% |
| Admin fee / account holder | $2,214 | $7,999-72.3% | $15,900-86.1% | $6,924-68.0% |