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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 | $88,672-89.1% | $105,223-90.8% | $82,448-88.3% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 21.41% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,627 | $3,048-46.6% | $3,689-55.9% | $2,551-36.2% |
| Participant deferral / active EE | $2,159 | $4,036-46.5% | $5,072-57.4% | $4,139-47.8% |
| Admin fee / account holder | $908 | $7,146-87.3% | $8,859-89.7% | $7,234-87.4% |