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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 | $6,165 | $46,534-86.8% | $64,097-90.4% | $75,177-91.8% |
| Participation rate | 92.6% | 65.9%+26.7pp | 72.3%+20.3pp | 67.2%+25.4pp |
| Annual return | 13.50% | 26.07%-12.6pp | 33.75%-20.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $470 | $1,976-76.2% | $2,750-82.9% | $2,671-82.4% |
| Participant deferral / active EE | $1,299 | $2,835-54.2% | $3,881-66.5% | $4,126-68.5% |
| Admin fee / account holder | $562 | $2,957-81.0% | $3,070-81.7% | $5,651-90.1% |