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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 | $7,411 | $97,648-92.4% | $121,663-93.9% | $87,485-91.5% |
| Participation rate | 89.7% | 70.5%+19.3pp | 74.5%+15.3pp | 68.9%+20.8pp |
| Annual return | 19.79% | 18.03%+1.8pp | 147.54%-127.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,776 | $2,300-22.8% | $3,020-41.2% | $2,596-31.6% |
| Participant deferral / active EE | $2,363 | $3,923-39.8% | $4,887-51.6% | $4,274-44.7% |
| Admin fee / account holder | $1,123 | $11,100-89.9% | $14,289-92.1% | $7,775-85.6% |