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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 | $5,644 | $58,848-90.4% | $88,179-93.6% | $82,637-93.2% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.1%+5.9pp | 68.1%+6.9pp |
| Annual return | 19.58% | 22.76%-3.2pp | 64.97%-45.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,422 | $1,678-15.3% | $2,549-44.2% | $2,552-44.3% |
| Participant deferral / active EE | $2,417 | $3,124-22.6% | $4,614-47.6% | $4,126-41.4% |
| Admin fee / account holder | $968 | $4,795-79.8% | $7,673-87.4% | $7,339-86.8% |