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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 | $6,607 | $81,331-91.9% | $155,534-95.8% | $80,935-91.8% |
| Participation rate | 79.4% | 66.3%+13.2pp | 78.2%+1.2pp | 67.7%+11.8pp |
| Annual return | 14.11% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $662 | $3,105-78.7% | $4,675-85.8% | $2,757-76.0% |
| Participant deferral / active EE | $1,724 | $3,454-50.1% | $5,630-69.4% | $4,299-59.9% |
| Admin fee / account holder | $1,619 | $7,999-79.8% | $15,900-89.8% | $6,924-76.6% |