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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 | $2,423 | $59,440-95.9% | $78,004-96.9% | $82,637-97.1% |
| Participation rate | 78.9% | 62.8%+16.1pp | 69.4%+9.5pp | 68.1%+10.9pp |
| Annual return | 18.85% | 40.24%-21.4pp | 31.07%-12.2pp | 53.51%-34.7pp |
| Employer contribution / active EE | $531 | $1,750-69.7% | $2,469-78.5% | $2,552-79.2% |
| Participant deferral / active EE | $1,245 | $3,138-60.3% | $4,092-69.6% | $4,126-69.8% |
| Admin fee / account holder | $978 | $5,504-82.2% | $7,578-87.1% | $7,339-86.7% |