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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 | $106,524-91.5% | $152,301-94.0% | $87,485-89.6% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 27.12% | 26.89%+0.2pp | 80.50%-53.4pp | 26.06%+1.1pp |
| Employer contribution / active EE | $1,425 | $3,371-57.7% | $4,624-69.2% | $2,596-45.1% |
| Participant deferral / active EE | $2,705 | $6,525-58.5% | $8,004-66.2% | $4,274-36.7% |
| Admin fee / account holder | $670 | $8,287-91.9% | $14,398-95.3% | $7,775-91.4% |