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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 | $7,771 | $73,981-89.5% | $105,754-92.7% | $62,881-87.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 4.94% | 17.60%-12.7pp | 12.25%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $600 | $2,856-79.0% | $4,079-85.3% | $2,281-73.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,206 | $5,976-79.8% | $8,309-85.5% | $4,296-71.9% |