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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 | $6,514 | $58,627-88.9% | $76,735-91.5% | $82,448-92.1% |
| Participation rate | 82.1% | 63.2%+18.8pp | 69.5%+12.6pp | 68.1%+14.0pp |
| Annual return | 15.13% | 39.10%-24.0pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $601 | $1,729-65.2% | $2,454-75.5% | $2,551-76.4% |
| Participant deferral / active EE | $1,329 | $3,134-57.6% | $4,088-67.5% | $4,139-67.9% |
| Admin fee / account holder | $527 | $5,323-90.1% | $7,189-92.7% | $7,234-92.7% |