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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 | $4,175 | $48,284-91.4% | $67,524-93.8% | $80,911-94.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 72.9%+3.6pp | 67.6%+8.8pp |
| Annual return | 12.38% | 18.27%-5.9pp | 3519.41%-3507.0pp | 35.63%-23.3pp |
| Employer contribution / active EE | $460 | $2,021-77.2% | $2,734-83.2% | $2,756-83.3% |
| Participant deferral / active EE | $1,201 | $2,927-59.0% | $4,001-70.0% | $4,297-72.1% |
| Admin fee / account holder | $537 | $3,688-85.4% | $4,001-86.6% | $6,935-92.3% |