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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 | $5,310 | $52,306-89.8% | $69,779-92.4% | $62,881-91.6% |
| Participation rate | 71.1% | 67.2%+3.9pp | 71.8%-0.7pp | 69.3%+1.8pp |
| Annual return | 5.59% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $372 | $1,799-79.3% | $2,338-84.1% | $2,281-83.7% |
| Participant deferral / active EE | $1,681 | $2,395-29.8% | $2,931-42.6% | $3,203-47.5% |
| Admin fee / account holder | $801 | $3,691-78.3% | $4,381-81.7% | $4,296-81.4% |