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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 | $5,584 | $58,627-90.5% | $76,735-92.7% | $82,448-93.2% |
| Participation rate | 77.9% | 63.2%+14.7pp | 69.5%+8.4pp | 68.1%+9.9pp |
| Annual return | 17.39% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $664 | $1,729-61.6% | $2,454-73.0% | $2,551-74.0% |
| Participant deferral / active EE | $1,696 | $3,134-45.9% | $4,088-58.5% | $4,139-59.0% |
| Admin fee / account holder | $2,034 | $5,323-61.8% | $7,189-71.7% | $7,234-71.9% |