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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 | $4,264 | $61,125-93.0% | $94,057-95.5% | $87,485-95.1% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.3%+18.3pp | 68.9%+22.7pp |
| Annual return | 17.50% | 35.20%-17.7pp | 480.62%-463.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $898 | $2,136-58.0% | $2,933-69.4% | $2,596-65.4% |
| Participant deferral / active EE | $1,876 | $3,260-42.5% | $4,709-60.2% | $4,274-56.1% |
| Admin fee / account holder | $446 | $5,629-92.1% | $7,244-93.8% | $7,775-94.3% |