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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 | $7,089 | $62,672-88.7% | $185,117-96.2% | $70,126-89.9% |
| Participation rate | 89.4% | 63.8%+25.6pp | 77.3%+12.1pp | 69.5%+19.9pp |
| Annual return | 15.75% | 40.79%-25.0pp | 40.50%-24.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $616 | $1,753-64.8% | $4,182-85.3% | $2,343-73.7% |
| Participant deferral / active EE | $1,568 | $3,272-52.1% | $5,045-68.9% | $3,332-52.9% |
| Admin fee / account holder | $966 | $3,932-75.4% | $8,159-88.2% | $4,645-79.2% |