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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 | $7,631 | $73,787-89.7% | $98,716-92.3% | $82,448-90.7% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 15.95% | 18.57%-2.6pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $876 | $1,511-42.1% | $2,279-61.6% | $2,551-65.7% |
| Participant deferral / active EE | $2,456 | $3,081-20.3% | $4,048-39.3% | $4,139-40.7% |
| Admin fee / account holder | $658 | $6,500-89.9% | $8,703-92.4% | $7,234-90.9% |