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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 | $3,014 | $58,627-94.9% | $76,735-96.1% | $82,448-96.3% |
| Participation rate | 84.7% | 63.2%+21.5pp | 69.5%+15.2pp | 68.1%+16.7pp |
| Annual return | 22.19% | 39.10%-16.9pp | 29.77%-7.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $866 | $1,729-49.9% | $2,454-64.7% | $2,551-66.1% |
| Participant deferral / active EE | $1,833 | $3,134-41.5% | $4,088-55.2% | $4,139-55.7% |
| Admin fee / account holder | $622 | $5,323-88.3% | $7,189-91.3% | $7,234-91.4% |