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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 | $4,678 | $75,541-93.8% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 24.38% | 32.56%-8.2pp | 66.36%-42.0pp | 53.51%-29.1pp |
| Employer contribution / active EE | $606 | $2,622-76.9% | $4,175-85.5% | $2,552-76.2% |
| Participant deferral / active EE | $2,517 | $3,206-21.5% | $5,451-53.8% | $4,126-39.0% |
| Admin fee / account holder | $1,302 | $6,405-79.7% | $14,497-91.0% | $7,339-82.3% |