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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 | $9,313 | $69,444-86.6% | $92,985-90.0% | $87,485-89.4% |
| Participation rate | 85.0% | 63.3%+21.7pp | 69.5%+15.5pp | 68.9%+16.1pp |
| Annual return | 21.28% | 23.85%-2.6pp | 27.99%-6.7pp | 26.06%-4.8pp |
| Employer contribution / active EE | $961 | $1,917-49.8% | $2,662-63.9% | $2,596-63.0% |
| Participant deferral / active EE | $1,772 | $3,364-47.3% | $4,377-59.5% | $4,274-58.5% |
| Admin fee / account holder | $842 | $6,137-86.3% | $9,463-91.1% | $7,775-89.2% |