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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 | $4,094 | $51,202-92.0% | $70,548-94.2% | $75,181-94.6% |
| Participation rate | 89.7% | 61.0%+28.8pp | 68.3%+21.4pp | 67.2%+22.5pp |
| Annual return | 33.58% | 30.05%+3.5pp | 32.78%+0.8pp | 160.69%-127.1pp |
| Employer contribution / active EE | $592 | $1,827-67.6% | $2,975-80.1% | $2,671-77.8% |
| Participant deferral / active EE | $1,526 | $2,850-46.4% | $4,567-66.6% | $4,126-63.0% |
| Admin fee / account holder | $331 | $4,094-91.9% | $6,424-94.8% | $5,650-94.1% |