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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 | $5,512 | $76,407-92.8% | $150,298-96.3% | $82,448-93.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 18.17% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $414 | $2,614-84.2% | $4,154-90.0% | $2,551-83.8% |
| Participant deferral / active EE | $2,085 | $3,214-35.1% | $5,453-61.8% | $4,139-49.6% |
| Admin fee / account holder | $1,538 | $6,352-75.8% | $14,116-89.1% | $7,234-78.7% |