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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 | $4,615 | $58,848-92.2% | $88,179-94.8% | $82,637-94.4% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.1%+17.8pp | 68.1%+18.9pp |
| Annual return | 25.37% | 22.76%+2.6pp | 64.97%-39.6pp | 53.51%-28.1pp |
| Employer contribution / active EE | $1,010 | $1,678-39.8% | $2,549-60.4% | $2,552-60.4% |
| Participant deferral / active EE | $1,365 | $3,124-56.3% | $4,614-70.4% | $4,126-66.9% |
| Admin fee / account holder | $750 | $4,795-84.4% | $7,673-90.2% | $7,339-89.8% |