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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 | $5,396 | $74,535-92.8% | $100,712-94.6% | $82,637-93.5% |
| Participation rate | 89.7% | 61.2%+28.5pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 16.03% | 18.92%-2.9pp | 33.27%-17.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $710 | $1,503-52.7% | $2,313-69.3% | $2,552-72.2% |
| Participant deferral / active EE | $1,416 | $3,074-53.9% | $4,085-65.3% | $4,126-65.7% |
| Admin fee / account holder | $625 | $6,576-90.5% | $9,256-93.2% | $7,339-91.5% |