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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 | $13,375 | $153,311-91.3% | $109,313-87.8% | $273,972-95.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 7.10% | 29.86%-22.8pp | 22.07%-15.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $812 | $5,619-85.5% | $3,892-79.1% | $4,869-83.3% |
| Participant deferral / active EE | $1,436 | $3,932-63.5% | $3,166-54.7% | $5,287-72.8% |
| Admin fee / account holder | $6,468 | $8,076-19.9% | $5,666+14.2% | $10,133-36.2% |