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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 | $3,730 | $59,839-93.8% | $81,988-95.5% | $79,858-95.3% |
| Participation rate | 88.1% | 61.6%+26.5pp | 69.3%+18.8pp | 69.6%+18.5pp |
| Annual return | 33.69% | 17.56%+16.1pp | 41.31%-7.6pp | 31.72%+2.0pp |
| Employer contribution / active EE | $583 | $1,713-66.0% | $2,498-76.7% | $2,471-76.4% |
| Participant deferral / active EE | $2,507 | $2,695-7.0% | $3,722-32.6% | $3,740-33.0% |
| Admin fee / account holder | $408 | $4,287-90.5% | $5,665-92.8% | $5,306-92.3% |