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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 | $6,226 | $76,407-91.9% | $150,298-95.9% | $82,448-92.4% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 25.25% | 39.99%-14.7pp | 62.79%-37.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $702 | $2,614-73.1% | $4,154-83.1% | $2,551-72.5% |
| Participant deferral / active EE | $1,944 | $3,214-39.5% | $5,453-64.3% | $4,139-53.0% |
| Admin fee / account holder | $1,581 | $6,352-75.1% | $14,116-88.8% | $7,234-78.1% |