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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 | $48,327-91.4% | $67,575-93.8% | $80,935-94.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 72.9%+3.6pp | 67.7%+8.8pp |
| Annual return | 12.38% | 18.31%-5.9pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $460 | $2,022-77.2% | $2,736-83.2% | $2,757-83.3% |
| Participant deferral / active EE | $1,201 | $2,927-59.0% | $4,003-70.0% | $4,299-72.1% |
| Admin fee / account holder | $537 | $3,692-85.5% | $3,993-86.6% | $6,924-92.2% |