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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 | $4,783 | $57,119-91.6% | $85,187-94.4% | $80,935-94.1% |
| Participation rate | 86.9% | 56.4%+30.5pp | 67.5%+19.4pp | 67.7%+19.2pp |
| Annual return | 13.06% | 21.70%-8.6pp | 66.67%-53.6pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,068 | $1,802-40.7% | $2,732-60.9% | $2,757-61.3% |
| Participant deferral / active EE | $1,334 | $3,115-57.2% | $4,525-70.5% | $4,299-69.0% |
| Admin fee / account holder | $715 | $4,990-85.7% | $6,162-88.4% | $6,924-89.7% |