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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 | $78,690-94.0% | $161,489-97.1% | $87,485-94.6% |
| Participation rate | 81.7% | 67.5%+14.2pp | 78.7%+3.0pp | 68.9%+12.8pp |
| Annual return | 13.19% | 32.74%-19.6pp | 89.72%-76.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $790 | $2,588-69.5% | $4,268-81.5% | $2,596-69.6% |
| Participant deferral / active EE | $1,012 | $3,311-69.4% | $5,630-82.0% | $4,274-76.3% |
| Admin fee / account holder | $1,058 | $6,724-84.3% | $16,006-93.4% | $7,775-86.4% |