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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 | $5,407 | $75,541-92.8% | $152,093-96.4% | $82,637-93.5% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 20.48% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $470 | $2,622-82.1% | $4,175-88.7% | $2,552-81.6% |
| Participant deferral / active EE | $892 | $3,206-72.2% | $5,451-83.6% | $4,126-78.4% |
| Admin fee / account holder | $530 | $6,405-91.7% | $14,497-96.3% | $7,339-92.8% |