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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 | $7,044 | $59,440-88.1% | $78,004-91.0% | $82,637-91.5% |
| Participation rate | 87.5% | 62.8%+24.7pp | 69.4%+18.1pp | 68.1%+19.4pp |
| Annual return | 19.20% | 40.24%-21.0pp | 31.07%-11.9pp | 53.51%-34.3pp |
| Employer contribution / active EE | $970 | $1,750-44.6% | $2,469-60.7% | $2,552-62.0% |
| Participant deferral / active EE | $1,805 | $3,138-42.5% | $4,092-55.9% | $4,126-56.3% |
| Admin fee / account holder | $381 | $5,504-93.1% | $7,578-95.0% | $7,339-94.8% |