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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 | $3,436 | $58,627-94.1% | $76,735-95.5% | $82,448-95.8% |
| Participation rate | 90.2% | 63.2%+27.0pp | 69.5%+20.7pp | 68.1%+22.1pp |
| Annual return | 18.57% | 39.10%-20.5pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $631 | $1,729-63.5% | $2,454-74.3% | $2,551-75.3% |
| Participant deferral / active EE | $1,285 | $3,134-59.0% | $4,088-68.6% | $4,139-69.0% |
| Admin fee / account holder | $1,235 | $5,323-76.8% | $7,189-82.8% | $7,234-82.9% |