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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 | $6,712 | $71,230-90.6% | $93,727-92.8% | $80,959-91.7% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.2pp |
| Annual return | 15.70% | 11.26%+4.4pp | 133.83%-118.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,503 | $1,565-4.0% | $2,421-37.9% | $2,757-45.5% |
| Participant deferral / active EE | $2,024 | $4,037-49.9% | $4,417-54.2% | $4,300-52.9% |
| Admin fee / account holder | $1,338 | $6,961-80.8% | $8,292-83.9% | $6,925-80.7% |