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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 | $79,894-94.9% | $135,792-97.0% | $82,637-95.1% |
| Participation rate | 88.2% | 63.0%+25.2pp | 72.6%+15.6pp | 68.1%+20.2pp |
| Annual return | 16.48% | 17.20%-0.7pp | 25.96%-9.5pp | 53.51%-37.0pp |
| Employer contribution / active EE | $893 | $2,165-58.8% | $3,496-74.5% | $2,552-65.0% |
| Participant deferral / active EE | $2,153 | $3,194-32.6% | $4,759-54.8% | $4,126-47.8% |
| Admin fee / account holder | $885 | $6,434-86.2% | $12,266-92.8% | $7,339-87.9% |