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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 | $9,206 | $71,215-87.1% | $93,696-90.2% | $80,935-88.6% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.7%+20.8pp |
| Annual return | 10.02% | 11.27%-1.3pp | 133.74%-123.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,569 | $1,565+0.2% | $2,422-35.2% | $2,757-43.1% |
| Participant deferral / active EE | $2,588 | $4,037-35.9% | $4,417-41.4% | $4,299-39.8% |
| Admin fee / account holder | $1,445 | $6,958-79.2% | $8,287-82.6% | $6,924-79.1% |