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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 | $8,078 | $57,073-85.8% | $85,126-90.5% | $80,925-90.0% |
| Participation rate | 88.2% | 56.4%+31.8pp | 67.5%+20.7pp | 67.7%+20.6pp |
| Annual return | 11.03% | 21.69%-10.7pp | 66.63%-55.6pp | 35.65%-24.6pp |
| Employer contribution / active EE | $855 | $1,801-52.5% | $2,731-68.7% | $2,756-69.0% |
| Participant deferral / active EE | $2,232 | $3,113-28.3% | $4,523-50.6% | $4,299-48.1% |
| Admin fee / account holder | $329 | $4,988-93.4% | $6,160-94.7% | $6,940-95.3% |