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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 | $6,439 | $75,541-91.5% | $152,093-95.8% | $82,637-92.2% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 23.51% | 32.56%-9.1pp | 66.36%-42.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $1,035 | $2,622-60.5% | $4,175-75.2% | $2,552-59.5% |
| Participant deferral / active EE | $1,760 | $3,206-45.1% | $5,451-67.7% | $4,126-57.3% |
| Admin fee / account holder | $1,250 | $6,405-80.5% | $14,497-91.4% | $7,339-83.0% |