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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 | $2,851 | $58,099-95.1% | $76,872-96.3% | $75,173-96.2% |
| Participation rate | 94.7% | 63.9%+30.8pp | 69.6%+25.1pp | 67.2%+27.5pp |
| Annual return | 21.20% | 26.71%-5.5pp | 37.90%-16.7pp | 160.72%-139.5pp |
| Employer contribution / active EE | $593 | $1,996-70.3% | $2,533-76.6% | $2,671-77.8% |
| Participant deferral / active EE | $1,227 | $2,999-59.1% | $3,832-68.0% | $4,126-70.3% |
| Admin fee / account holder | $615 | $4,778-87.1% | $5,476-88.8% | $5,651-89.1% |