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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 | $4,070 | $77,896-94.8% | $134,172-97.0% | $82,448-95.1% |
| Participation rate | 88.2% | 62.8%+25.4pp | 72.5%+15.8pp | 68.1%+20.2pp |
| Annual return | 16.48% | 18.21%-1.7pp | 25.30%-8.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $893 | $2,159-58.6% | $3,420-73.9% | $2,551-65.0% |
| Participant deferral / active EE | $2,153 | $3,162-31.9% | $4,690-54.1% | $4,139-48.0% |
| Admin fee / account holder | $885 | $6,336-86.0% | $12,016-92.6% | $7,234-87.8% |