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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 | $54,763-89.3% | $90,324-93.5% | $72,976-92.0% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 22.22% | 30.63%-8.4pp | 78.15%-55.9pp | 81.02%-58.8pp |
| Employer contribution / active EE | $673 | $2,093-67.9% | $2,856-76.4% | $2,440-72.4% |
| Participant deferral / active EE | $1,090 | $2,887-62.3% | $3,885-72.0% | $3,608-69.8% |
| Admin fee / account holder | $743 | $3,973-81.3% | $5,356-86.1% | $5,124-85.5% |