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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 | $5,600 | $81,331-93.1% | $155,534-96.4% | $80,935-93.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.17% | 33.37%-17.2pp | 64.92%-48.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $925 | $3,105-70.2% | $4,675-80.2% | $2,757-66.4% |
| Participant deferral / active EE | $1,806 | $3,454-47.7% | $5,630-67.9% | $4,299-58.0% |
| Admin fee / account holder | $760 | $7,999-90.5% | $15,900-95.2% | $6,924-89.0% |