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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 | $5,761 | $93,057-93.8% | $153,500-96.2% | $80,925-92.9% |
| Participation rate | 88.5% | 69.0%+19.5pp | 77.1%+11.4pp | 67.7%+20.8pp |
| Annual return | 22.61% | 19.96%+2.7pp | 15.70%+6.9pp | 35.65%-13.0pp |
| Employer contribution / active EE | $1,197 | $3,507-65.9% | $5,039-76.2% | $2,756-56.6% |
| Participant deferral / active EE | $2,157 | $5,179-58.4% | $6,756-68.1% | $4,299-49.8% |
| Admin fee / account holder | $582 | $8,885-93.5% | $12,736-95.4% | $6,940-91.6% |