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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 | $3,003 | $58,627-94.9% | $76,735-96.1% | $82,448-96.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 21.19% | 39.10%-17.9pp | 29.77%-8.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $709 | $1,729-59.0% | $2,454-71.1% | $2,551-72.2% |
| Participant deferral / active EE | $1,547 | $3,134-50.6% | $4,088-62.2% | $4,139-62.6% |
| Admin fee / account holder | $600 | $5,323-88.7% | $7,189-91.7% | $7,234-91.7% |