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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 | $4,403 | $57,590-92.4% | $86,233-94.9% | $82,448-94.7% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 20.47% | 22.41%-1.9pp | 61.39%-40.9pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,006 | $1,655-39.2% | $2,504-59.8% | $2,551-60.6% |
| Participant deferral / active EE | $1,143 | $3,080-62.9% | $4,559-74.9% | $4,139-72.4% |
| Admin fee / account holder | $892 | $4,730-81.1% | $8,342-89.3% | $7,234-87.7% |