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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 | $6,365 | $50,554-87.4% | $67,681-90.6% | $87,485-92.7% |
| Participation rate | 92.9% | 67.7%+25.1pp | 73.7%+19.1pp | 68.9%+23.9pp |
| Annual return | 20.46% | 17.81%+2.6pp | 590.58%-570.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $829 | $1,988-58.3% | $2,678-69.1% | $2,596-68.1% |
| Participant deferral / active EE | $1,358 | $2,961-54.1% | $3,976-65.8% | $4,274-68.2% |
| Admin fee / account holder | $357 | $4,132-91.4% | $6,100-94.1% | $7,775-95.4% |