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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 | $58,848-92.5% | $88,179-95.0% | $82,637-94.7% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.1%+10.9pp | 68.1%+11.9pp |
| Annual return | 20.47% | 22.76%-2.3pp | 64.97%-44.5pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,006 | $1,678-40.1% | $2,549-60.5% | $2,552-60.6% |
| Participant deferral / active EE | $1,143 | $3,124-63.4% | $4,614-75.2% | $4,126-72.3% |
| Admin fee / account holder | $892 | $4,795-81.4% | $7,673-88.4% | $7,339-87.8% |