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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 | $10,061 | $106,524-90.6% | $152,301-93.4% | $87,485-88.5% |
| Participation rate | 79.4% | 75.8%+3.7pp | 82.4%-3.0pp | 68.9%+10.5pp |
| Annual return | 25.11% | 26.89%-1.8pp | 80.50%-55.4pp | 26.06%-1.0pp |
| Employer contribution / active EE | $1,794 | $3,371-46.8% | $4,624-61.2% | $2,596-30.9% |
| Participant deferral / active EE | $2,609 | $6,525-60.0% | $8,004-67.4% | $4,274-38.9% |
| Admin fee / account holder | $1,346 | $8,287-83.8% | $14,398-90.6% | $7,775-82.7% |