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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 | $6,413 | $59,440-89.2% | $78,004-91.8% | $82,637-92.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 16.09% | 40.24%-24.1pp | 31.07%-15.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,049 | $1,750-40.1% | $2,469-57.5% | $2,552-58.9% |
| Participant deferral / active EE | $2,582 | $3,138-17.7% | $4,092-36.9% | $4,126-37.4% |
| Admin fee / account holder | $2,869 | $5,504-47.9% | $7,578-62.1% | $7,339-60.9% |