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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 | $4,275 | $57,590-92.6% | $86,233-95.0% | $82,448-94.8% |
| Participation rate | 84.2% | 57.9%+26.3pp | 69.0%+15.2pp | 68.1%+16.1pp |
| Annual return | 17.91% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,043 | $1,655-37.0% | $2,504-58.3% | $2,551-59.1% |
| Participant deferral / active EE | $1,440 | $3,080-53.3% | $4,559-68.4% | $4,139-65.2% |
| Admin fee / account holder | $1,467 | $4,730-69.0% | $8,342-82.4% | $7,234-79.7% |