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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 | $8,836 | $73,787-88.0% | $98,716-91.0% | $82,448-89.3% |
| Participation rate | 75.7% | 61.4%+14.3pp | 69.3%+6.4pp | 68.1%+7.6pp |
| Annual return | 17.10% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $728 | $1,511-51.8% | $2,279-68.0% | $2,551-71.5% |
| Participant deferral / active EE | $1,345 | $3,081-56.3% | $4,048-66.8% | $4,139-67.5% |
| Admin fee / account holder | $2,134 | $6,500-67.2% | $8,703-75.5% | $7,234-70.5% |