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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 | $5,994 | $73,787-91.9% | $98,716-93.9% | $82,448-92.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 22.22% | 18.57%+3.7pp | 31.81%-9.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $701 | $1,511-53.6% | $2,279-69.2% | $2,551-72.5% |
| Participant deferral / active EE | $2,028 | $3,081-34.2% | $4,048-49.9% | $4,139-51.0% |
| Admin fee / account holder | $773 | $6,500-88.1% | $8,703-91.1% | $7,234-89.3% |