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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 | $9,038 | $93,589-90.3% | $135,942-93.4% | $75,181-88.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 27.15% | 30.90%-3.8pp | 68.28%-41.1pp | 160.69%-133.5pp |
| Employer contribution / active EE | $2,050 | $3,537-42.1% | $4,858-57.8% | $2,671-23.2% |
| Participant deferral / active EE | $3,126 | $6,405-51.2% | $7,759-59.7% | $4,126-24.2% |
| Admin fee / account holder | $804 | $6,977-88.5% | $10,764-92.5% | $5,650-85.8% |