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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 | $9,662 | $89,259-89.2% | $107,187-91.0% | $82,637-88.3% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 21.41% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,627 | $3,080-47.2% | $3,782-57.0% | $2,552-36.2% |
| Participant deferral / active EE | $2,159 | $4,037-46.5% | $5,096-57.6% | $4,126-47.7% |
| Admin fee / account holder | $908 | $7,381-87.7% | $9,162-90.1% | $7,339-87.6% |