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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 | $4,445 | $57,590-92.3% | $86,233-94.8% | $82,448-94.6% |
| Participation rate | 87.5% | 57.9%+29.6pp | 69.0%+18.5pp | 68.1%+19.4pp |
| Annual return | 16.81% | 22.41%-5.6pp | 61.39%-44.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $660 | $1,655-60.1% | $2,504-73.6% | $2,551-74.1% |
| Participant deferral / active EE | $1,728 | $3,080-43.9% | $4,559-62.1% | $4,139-58.3% |
| Admin fee / account holder | $315 | $4,730-93.3% | $8,342-96.2% | $7,234-95.6% |