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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 | $8,995 | $94,436-90.5% | $115,599-92.2% | $82,637-89.1% |
| Participation rate | 87.9% | 70.4%+17.5pp | 74.3%+13.7pp | 68.1%+19.9pp |
| Annual return | 17.76% | 18.37%-0.6pp | 111.10%-93.3pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,529 | $2,324-34.2% | $2,955-48.3% | $2,552-40.1% |
| Participant deferral / active EE | $2,742 | $3,955-30.7% | $4,889-43.9% | $4,126-33.6% |
| Admin fee / account holder | $1,794 | $10,328-82.6% | $12,841-86.0% | $7,339-75.6% |