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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 | $2,371 | $58,627-96.0% | $76,735-96.9% | $82,448-97.1% |
| Participation rate | 78.6% | 63.2%+15.4pp | 69.5%+9.1pp | 68.1%+10.5pp |
| Annual return | 18.10% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $335 | $1,729-80.6% | $2,454-86.4% | $2,551-86.9% |
| Participant deferral / active EE | $1,115 | $3,134-64.4% | $4,088-72.7% | $4,139-73.1% |
| Admin fee / account holder | $1,116 | $5,323-79.0% | $7,189-84.5% | $7,234-84.6% |