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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 | $4,664 | $47,479-90.2% | $62,929-92.6% | $82,448-94.3% |
| Participation rate | 81.5% | 66.9%+14.6pp | 73.1%+8.4pp | 68.1%+13.4pp |
| Annual return | 24.73% | 20.34%+4.4pp | 1063.93%-1039.2pp | 41.64%-16.9pp |
| Employer contribution / active EE | $730 | $1,885-61.3% | $2,505-70.9% | $2,551-71.4% |
| Participant deferral / active EE | $1,124 | $2,870-60.8% | $3,888-71.1% | $4,139-72.8% |
| Admin fee / account holder | $308 | $3,804-91.9% | $5,065-93.9% | $7,234-95.7% |