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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 | $7,007 | $64,462-89.1% | $81,482-91.4% | $80,911-91.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 35.57% | 16.35%+19.2pp | 24.79%+10.8pp | 35.63%-0.1pp |
| Employer contribution / active EE | $2,023 | $1,979+2.2% | $2,463-17.9% | $2,756-26.6% |
| Participant deferral / active EE | $2,221 | $3,094-28.2% | $3,885-42.8% | $4,297-48.3% |
| Admin fee / account holder | $1,055 | $5,678-81.4% | $5,761-81.7% | $6,935-84.8% |