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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 | $5,941 | $75,541-92.1% | $152,093-96.1% | $82,637-92.8% |
| Participation rate | 81.3% | 66.5%+14.7pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 24.90% | 32.56%-7.7pp | 66.36%-41.5pp | 53.51%-28.6pp |
| Employer contribution / active EE | $631 | $2,622-75.9% | $4,175-84.9% | $2,552-75.3% |
| Participant deferral / active EE | $2,222 | $3,206-30.7% | $5,451-59.2% | $4,126-46.2% |
| Admin fee / account holder | $502 | $6,405-92.2% | $14,497-96.5% | $7,339-93.2% |