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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 | $6,402 | $55,889-88.5% | $76,119-91.6% | $80,935-92.1% |
| Participation rate | 93.5% | 62.1%+31.4pp | 69.1%+24.4pp | 67.7%+25.8pp |
| Annual return | 20.67% | 20.58%+0.1pp | 361.25%-340.6pp | 35.66%-15.0pp |
| Employer contribution / active EE | $675 | $1,866-63.8% | $2,693-74.9% | $2,757-75.5% |
| Participant deferral / active EE | $1,599 | $3,051-47.6% | $4,259-62.5% | $4,299-62.8% |
| Admin fee / account holder | $492 | $5,241-90.6% | $6,421-92.3% | $6,924-92.9% |