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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 | $7,192 | $97,648-92.6% | $121,663-94.1% | $87,485-91.8% |
| Participation rate | 96.3% | 70.5%+25.8pp | 74.5%+21.8pp | 68.9%+27.4pp |
| Annual return | 18.35% | 18.03%+0.3pp | 147.54%-129.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,095 | $2,300-52.4% | $3,020-63.7% | $2,596-57.8% |
| Participant deferral / active EE | $2,001 | $3,923-49.0% | $4,887-59.0% | $4,274-53.2% |
| Admin fee / account holder | $904 | $11,100-91.9% | $14,289-93.7% | $7,775-88.4% |