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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 | $4,700 | $76,407-93.8% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 81.7% | 66.4%+15.3pp | 77.8%+3.9pp | 68.1%+13.6pp |
| Annual return | 13.19% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $790 | $2,614-69.8% | $4,154-81.0% | $2,551-69.0% |
| Participant deferral / active EE | $1,012 | $3,214-68.5% | $5,453-81.4% | $4,139-75.5% |
| Admin fee / account holder | $1,058 | $6,352-83.3% | $14,116-92.5% | $7,234-85.4% |