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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 | $5,851 | $54,757-89.3% | $90,300-93.5% | $72,983-92.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 22.22% | 30.63%-8.4pp | 78.11%-55.9pp | 81.01%-58.8pp |
| Employer contribution / active EE | $673 | $2,092-67.8% | $2,854-76.4% | $2,440-72.4% |
| Participant deferral / active EE | $1,090 | $2,887-62.3% | $3,884-71.9% | $3,608-69.8% |
| Admin fee / account holder | $743 | $3,972-81.3% | $5,353-86.1% | $5,124-85.5% |