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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 | $5,901 | $55,930-89.4% | $76,089-92.2% | $80,925-92.7% |
| Participation rate | 84.0% | 62.1%+21.9pp | 69.1%+14.9pp | 67.7%+16.3pp |
| Annual return | 19.02% | 20.58%-1.6pp | 360.94%-341.9pp | 35.65%-16.6pp |
| Employer contribution / active EE | $749 | $1,866-59.9% | $2,690-72.2% | $2,756-72.8% |
| Participant deferral / active EE | $2,352 | $3,051-22.9% | $4,259-44.8% | $4,299-45.3% |
| Admin fee / account holder | $757 | $5,241-85.6% | $6,418-88.2% | $6,940-89.1% |