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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 | $7,784 | $87,059-91.1% | $105,608-92.6% | $80,925-90.4% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 14.69% | 17.05%-2.4pp | 116.50%-101.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $697 | $2,396-70.9% | $3,167-78.0% | $2,756-74.7% |
| Participant deferral / active EE | $2,258 | $3,986-43.3% | $5,010-54.9% | $4,299-47.5% |
| Admin fee / account holder | $1,275 | $8,443-84.9% | $11,028-88.4% | $6,940-81.6% |