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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 | $4,879 | $75,541-93.5% | $152,093-96.8% | $82,637-94.1% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 19.25% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,023 | $2,622-61.0% | $4,175-75.5% | $2,552-59.9% |
| Participant deferral / active EE | $1,101 | $3,206-65.6% | $5,451-79.8% | $4,126-73.3% |
| Admin fee / account holder | $837 | $6,405-86.9% | $14,497-94.2% | $7,339-88.6% |