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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 | $8,444 | $88,672-90.5% | $105,223-92.0% | $82,448-89.8% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.2pp |
| Annual return | 28.03% | 30.86%-2.8pp | 180.65%-152.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $1,018 | $3,048-66.6% | $3,689-72.4% | $2,551-60.1% |
| Participant deferral / active EE | $2,907 | $4,036-28.0% | $5,072-42.7% | $4,139-29.8% |
| Admin fee / account holder | $736 | $7,146-89.7% | $8,859-91.7% | $7,234-89.8% |