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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 | $7,571 | $76,371-90.1% | $93,621-91.9% | $72,975-89.6% |
| Participation rate | 70.4% | 71.8%-1.4pp | 75.8%-5.5pp | 69.5%+0.9pp |
| Annual return | 28.93% | 25.82%+3.1pp | 32.76%-3.8pp | 81.01%-52.1pp |
| Employer contribution / active EE | $628 | $2,276-72.4% | $2,719-76.9% | $2,440-74.3% |
| Participant deferral / active EE | $1,504 | $3,538-57.5% | $4,070-63.1% | $3,608-58.3% |
| Admin fee / account holder | $627 | $6,839-90.8% | $7,890-92.0% | $5,124-87.8% |