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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 | $5,228 | $115,225-95.5% | $100,712-94.8% | $138,895-96.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 21.88% | 40.35%-18.5pp | 33.27%-11.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $523 | $2,771-81.1% | $2,313-77.4% | $4,194-87.5% |
| Participant deferral / active EE | $1,345 | $4,699-71.4% | $4,085-67.1% | $6,396-79.0% |
| Admin fee / account holder | $894 | $10,844-91.8% | $9,256-90.3% | $12,562-92.9% |