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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 | $4,988 | $58,627-91.5% | $76,735-93.5% | $82,448-94.0% |
| Participation rate | 80.5% | 63.2%+17.3pp | 69.5%+11.0pp | 68.1%+12.4pp |
| Annual return | 23.55% | 39.10%-15.5pp | 29.77%-6.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,831 | $3,134-41.6% | $4,088-55.2% | $4,139-55.8% |
| Admin fee / account holder | $635 | $5,323-88.1% | $7,189-91.2% | $7,234-91.2% |