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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 | $1,821 | $55,889-96.7% | $76,119-97.6% | $80,935-97.7% |
| Participation rate | 90.0% | 62.1%+27.9pp | 69.1%+20.9pp | 67.7%+22.3pp |
| Annual return | 12.46% | 20.58%-8.1pp | 361.25%-348.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $661 | $1,866-64.6% | $2,693-75.5% | $2,757-76.0% |
| Participant deferral / active EE | $1,298 | $3,051-57.5% | $4,259-69.5% | $4,299-69.8% |
| Admin fee / account holder | $753 | $5,241-85.6% | $6,421-88.3% | $6,924-89.1% |