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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 | $7,331 | $59,123-87.6% | $77,183-90.5% | $75,181-90.2% |
| Participation rate | 84.0% | 63.9%+20.1pp | 69.6%+14.4pp | 67.2%+16.8pp |
| Annual return | 17.66% | 26.72%-9.1pp | 37.89%-20.2pp | 160.69%-143.0pp |
| Employer contribution / active EE | $655 | $1,996-67.2% | $2,534-74.2% | $2,671-75.5% |
| Participant deferral / active EE | $2,941 | $2,999-1.9% | $3,833-23.3% | $4,126-28.7% |
| Admin fee / account holder | $955 | $4,776-80.0% | $5,475-82.6% | $5,650-83.1% |