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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 | $4,127 | $74,535-94.5% | $100,712-95.9% | $82,637-95.0% |
| Participation rate | 88.5% | 61.2%+27.3pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 22.71% | 18.92%+3.8pp | 33.27%-10.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,239 | $3,074-59.7% | $4,085-69.7% | $4,126-70.0% |
| Admin fee / account holder | $476 | $6,576-92.8% | $9,256-94.9% | $7,339-93.5% |