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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 | $4,897 | $77,920-93.7% | $149,723-96.7% | $75,177-93.5% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 31.86% | 31.72%+0.1pp | 134.50%-102.6pp | 160.75%-128.9pp |
| Employer contribution / active EE | $940 | $3,138-70.0% | $4,821-80.5% | $2,671-64.8% |
| Participant deferral / active EE | $1,588 | $3,411-53.5% | $5,682-72.1% | $4,126-61.5% |
| Admin fee / account holder | $540 | $5,951-90.9% | $13,215-95.9% | $5,651-90.4% |