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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 | $78,690-93.0% | $161,489-96.6% | $87,485-93.7% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 18.17% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $414 | $2,588-84.0% | $4,268-90.3% | $2,596-84.1% |
| Participant deferral / active EE | $2,085 | $3,311-37.0% | $5,630-63.0% | $4,274-51.2% |
| Admin fee / account holder | $1,538 | $6,724-77.1% | $16,006-90.4% | $7,775-80.2% |