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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 | $6,329 | $76,407-91.7% | $150,298-95.8% | $82,448-92.3% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 21.76% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $930 | $2,614-64.4% | $4,154-77.6% | $2,551-63.6% |
| Participant deferral / active EE | $1,277 | $3,214-60.3% | $5,453-76.6% | $4,139-69.1% |
| Admin fee / account holder | $717 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |