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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 | $60,442-92.6% | $96,754-95.4% | $87,485-94.9% |
| Participation rate | 87.5% | 58.7%+28.8pp | 70.3%+17.2pp | 68.9%+18.6pp |
| Annual return | 16.81% | 21.97%-5.2pp | 82.04%-65.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $660 | $1,691-61.0% | $2,679-75.4% | $2,596-74.6% |
| Participant deferral / active EE | $1,728 | $3,280-47.3% | $4,758-63.7% | $4,274-59.6% |
| Admin fee / account holder | $315 | $5,069-93.8% | $8,905-96.5% | $7,775-95.9% |