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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 | $6,478 | $74,535-91.3% | $100,712-93.6% | $82,637-92.2% |
| Participation rate | 81.3% | 61.2%+20.1pp | 69.3%+12.0pp | 68.1%+13.2pp |
| Annual return | 22.07% | 18.92%+3.1pp | 33.27%-11.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $712 | $1,503-52.6% | $2,313-69.2% | $2,552-72.1% |
| Participant deferral / active EE | $1,357 | $3,074-55.9% | $4,085-66.8% | $4,126-67.1% |
| Admin fee / account holder | $1,081 | $6,576-83.6% | $9,256-88.3% | $7,339-85.3% |