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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 | $39,132-84.1% | $57,196-89.1% | $62,881-90.1% |
| Participation rate | 86.8% | 70.5%+16.3pp | 75.3%+11.5pp | 69.3%+17.5pp |
| Annual return | 7.61% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $398 | $1,874-78.8% | $2,683-85.2% | $2,281-82.6% |
| Participant deferral / active EE | $1,597 | $2,374-32.7% | $3,096-48.4% | $3,203-50.1% |
| Admin fee / account holder | $1,136 | $2,594-56.2% | $3,141-63.8% | $4,296-73.6% |