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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 | $2,702 | $75,541-96.4% | $152,093-98.2% | $82,637-96.7% |
| Participation rate | 86.8% | 66.5%+20.3pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 18.26% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $541 | $2,622-79.4% | $4,175-87.0% | $2,552-78.8% |
| Participant deferral / active EE | $995 | $3,206-69.0% | $5,451-81.7% | $4,126-75.9% |
| Admin fee / account holder | $1,482 | $6,405-76.9% | $14,497-89.8% | $7,339-79.8% |