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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 | $8,709 | $81,476-89.3% | $102,383-91.5% | $80,925-89.2% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.7%+5.3pp |
| Annual return | 62.59% | 25.59%+37.0pp | 24.94%+37.7pp | 35.65%+26.9pp |
| Employer contribution / active EE | $1,528 | $3,105-50.8% | $3,870-60.5% | $2,756-44.6% |
| Participant deferral / active EE | $3,353 | $3,871-13.4% | $5,060-33.7% | $4,299-22.0% |
| Admin fee / account holder | $395 | $6,717-94.1% | $8,391-95.3% | $6,940-94.3% |