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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 | $75,541-94.5% | $152,093-97.3% | $82,637-95.0% |
| Participation rate | 81.3% | 66.5%+14.7pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 18.94% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $836 | $2,622-68.1% | $4,175-80.0% | $2,552-67.2% |
| Participant deferral / active EE | $1,077 | $3,206-66.4% | $5,451-80.2% | $4,126-73.9% |
| Admin fee / account holder | $965 | $6,405-84.9% | $14,497-93.3% | $7,339-86.8% |