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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 | $7,199 | $59,839-88.0% | $81,991-91.2% | $79,852-91.0% |
| Participation rate | 88.5% | 61.6%+26.8pp | 69.3%+19.2pp | 69.6%+18.8pp |
| Annual return | 19.80% | 17.56%+2.2pp | 41.31%-21.5pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,448 | $1,713-15.5% | $2,498-42.1% | $2,471-41.4% |
| Participant deferral / active EE | $1,568 | $2,695-41.8% | $3,722-57.9% | $3,740-58.1% |
| Admin fee / account holder | $1,128 | $4,287-73.7% | $5,665-80.1% | $5,306-78.7% |