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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 | $9,764 | $97,550-90.0% | $120,344-91.9% | $87,485-88.8% |
| Participation rate | 97.6% | 72.8%+24.7pp | 76.7%+20.9pp | 68.9%+28.6pp |
| Annual return | 13.37% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,231 | $2,291-46.2% | $3,020-59.2% | $2,596-52.6% |
| Participant deferral / active EE | $2,676 | $4,230-36.7% | $5,135-47.9% | $4,274-37.4% |
| Admin fee / account holder | $1,804 | $9,543-81.1% | $12,742-85.8% | $7,775-76.8% |