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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 | $3,680 | $76,407-95.2% | $150,298-97.6% | $82,448-95.5% |
| Participation rate | 84.6% | 66.4%+18.2pp | 77.8%+6.9pp | 68.1%+16.5pp |
| Annual return | 19.96% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $650 | $2,614-75.1% | $4,154-84.3% | $2,551-74.5% |
| Participant deferral / active EE | $924 | $3,214-71.2% | $5,453-83.0% | $4,139-77.7% |
| Admin fee / account holder | $536 | $6,352-91.6% | $14,116-96.2% | $7,234-92.6% |