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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 | $6,805 | $58,627-88.4% | $76,735-91.1% | $82,448-91.7% |
| Participation rate | 75.8% | 63.2%+12.5pp | 69.5%+6.3pp | 68.1%+7.7pp |
| Annual return | 18.62% | 39.10%-20.5pp | 29.77%-11.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $661 | $1,729-61.8% | $2,454-73.1% | $2,551-74.1% |
| Participant deferral / active EE | $1,426 | $3,134-54.5% | $4,088-65.1% | $4,139-65.6% |
| Admin fee / account holder | $1,342 | $5,323-74.8% | $7,189-81.3% | $7,234-81.5% |