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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 | $5,729 | $57,119-90.0% | $85,187-93.3% | $80,935-92.9% |
| Participation rate | 81.9% | 56.4%+25.5pp | 67.5%+14.4pp | 67.7%+14.3pp |
| Annual return | 14.72% | 21.70%-7.0pp | 66.67%-51.9pp | 35.66%-20.9pp |
| Employer contribution / active EE | $568 | $1,802-68.5% | $2,732-79.2% | $2,757-79.4% |
| Participant deferral / active EE | $1,364 | $3,115-56.2% | $4,525-69.9% | $4,299-68.3% |
| Admin fee / account holder | $354 | $4,990-92.9% | $6,162-94.3% | $6,924-94.9% |