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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 | $6,053 | $76,407-92.1% | $150,298-96.0% | $82,448-92.7% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 13.90% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $624 | $2,614-76.1% | $4,154-85.0% | $2,551-75.5% |
| Participant deferral / active EE | $1,977 | $3,214-38.5% | $5,453-63.7% | $4,139-52.2% |
| Admin fee / account holder | $674 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |