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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 | $7,862 | $111,535-93.0% | $105,223-92.5% | $137,256-94.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 18.19% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,046 | $3,939-73.4% | $3,689-71.6% | $4,156-74.8% |
| Participant deferral / active EE | $1,767 | $5,500-67.9% | $5,072-65.2% | $6,407-72.4% |
| Admin fee / account holder | $371 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |