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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 | $6,697 | $58,627-88.6% | $76,735-91.3% | $82,448-91.9% |
| Participation rate | 71.9% | 63.2%+8.7pp | 69.5%+2.4pp | 68.1%+3.8pp |
| Annual return | 33.20% | 39.10%-5.9pp | 29.77%+3.4pp | 41.64%-8.4pp |
| Employer contribution / active EE | $606 | $1,729-65.0% | $2,454-75.3% | $2,551-76.3% |
| Participant deferral / active EE | $1,708 | $3,134-45.5% | $4,088-58.2% | $4,139-58.7% |
| Admin fee / account holder | $1,270 | $5,323-76.1% | $7,189-82.3% | $7,234-82.4% |