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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 | $95,453-89.8% | $112,040-91.3% | $82,448-88.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 13.37% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,231 | $2,318-46.9% | $2,954-58.3% | $2,551-51.7% |
| Participant deferral / active EE | $2,676 | $4,224-36.6% | $5,098-47.5% | $4,139-35.3% |
| Admin fee / account holder | $1,804 | $9,013-80.0% | $12,098-85.1% | $7,234-75.1% |