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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 | $6,212 | $58,627-89.4% | $76,735-91.9% | $82,448-92.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 69.5%+5.5pp | 68.1%+6.9pp |
| Annual return | 16.44% | 39.10%-22.7pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $973 | $1,729-43.7% | $2,454-60.3% | $2,551-61.9% |
| Participant deferral / active EE | $1,833 | $3,134-41.5% | $4,088-55.2% | $4,139-55.7% |
| Admin fee / account holder | $2,299 | $5,323-56.8% | $7,189-68.0% | $7,234-68.2% |