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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 | $7,262 | $126,661-94.3% | $113,397-93.6% | $138,895-94.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 21.86% | 25.05%-3.2pp | 23.20%-1.3pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,765 | $3,456-48.9% | $2,977-40.7% | $4,194-57.9% |
| Participant deferral / active EE | $2,853 | $5,693-49.9% | $5,076-43.8% | $6,396-55.4% |
| Admin fee / account holder | $1,696 | $14,549-88.3% | $11,957-85.8% | $12,562-86.5% |