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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 | $5,604 | $65,246-91.4% | $98,716-94.3% | $67,986-91.8% |
| Participation rate | 78.0% | 51.4%+26.6pp | 69.3%+8.7pp | 57.2%+20.8pp |
| Annual return | 15.72% | 20.58%-4.9pp | 31.81%-16.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $876 | $1,042-15.9% | $2,279-61.5% | $2,019-56.6% |
| Participant deferral / active EE | $1,119 | $2,594-56.9% | $4,048-72.3% | $3,358-66.7% |
| Admin fee / account holder | $2,171 | $4,561-52.4% | $8,703-75.1% | $3,203-32.2% |