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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 | $6,834 | $57,140-88.0% | $85,240-92.0% | $80,959-91.6% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.7%+7.3pp |
| Annual return | 19.21% | 21.71%-2.5pp | 66.75%-47.5pp | 35.67%-16.5pp |
| Employer contribution / active EE | $767 | $1,802-57.5% | $2,735-72.0% | $2,757-72.2% |
| Participant deferral / active EE | $2,393 | $3,115-23.2% | $4,527-47.1% | $4,300-44.3% |
| Admin fee / account holder | $3,021 | $4,992-39.5% | $6,165-51.0% | $6,925-56.4% |