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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 | $4,150 | $57,590-92.8% | $86,233-95.2% | $82,448-95.0% |
| Participation rate | 75.7% | 57.9%+17.8pp | 69.0%+6.7pp | 68.1%+7.6pp |
| Annual return | 23.32% | 22.41%+0.9pp | 61.39%-38.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,741 | $3,080-43.5% | $4,559-61.8% | $4,139-57.9% |
| Admin fee / account holder | $592 | $4,730-87.5% | $8,342-92.9% | $7,234-91.8% |