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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 | $2,381 | $75,541-96.8% | $152,093-98.4% | $82,637-97.1% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 16.87% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $401 | $2,622-84.7% | $4,175-90.4% | $2,552-84.3% |
| Participant deferral / active EE | $1,138 | $3,206-64.5% | $5,451-79.1% | $4,126-72.4% |
| Admin fee / account holder | $859 | $6,405-86.6% | $14,497-94.1% | $7,339-88.3% |