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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 | $7,016 | $73,839-90.5% | $143,788-95.1% | $68,495-89.8% |
| Participation rate | 76.6% | 66.7%+9.9pp | 80.3%-3.8pp | 67.9%+8.7pp |
| Annual return | 13.22% | 1.01%+12.2pp | -0.03%+13.3pp | -7.84%+21.1pp |
| Employer contribution / active EE | $1,453 | $3,184-54.4% | $4,952-70.7% | $2,596-44.1% |
| Participant deferral / active EE | $2,969 | $3,384-12.3% | $5,638-47.3% | $4,028-26.3% |
| Admin fee / account holder | $838 | $5,755-85.4% | $14,675-94.3% | $5,403-84.5% |