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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 | $9,584 | $87,132-89.0% | $105,624-90.9% | $80,959-88.2% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.7%+12.3pp |
| Annual return | 11.79% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,483 | $2,397-38.1% | $3,168-53.2% | $2,757-46.2% |
| Participant deferral / active EE | $2,494 | $3,985-37.4% | $5,013-50.2% | $4,300-42.0% |
| Admin fee / account holder | $631 | $8,449-92.5% | $10,961-94.2% | $6,925-90.9% |