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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 | $4,167 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 18.94% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $836 | $2,614-68.0% | $4,154-79.9% | $2,551-67.2% |
| Participant deferral / active EE | $1,077 | $3,214-66.5% | $5,453-80.3% | $4,139-74.0% |
| Admin fee / account holder | $965 | $6,352-84.8% | $14,116-93.2% | $7,234-86.7% |