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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 | $9,108 | $106,749-91.5% | $145,433-93.7% | $82,448-89.0% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 27.12% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $1,425 | $3,444-58.6% | $4,554-68.7% | $2,551-44.1% |
| Participant deferral / active EE | $2,705 | $6,519-58.5% | $7,897-65.7% | $4,139-34.6% |
| Admin fee / account holder | $670 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |