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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 | $2,754 | $55,932-95.1% | $76,735-96.4% | $67,986-95.9% |
| Participation rate | 88.5% | 50.8%+37.7pp | 69.5%+19.0pp | 57.2%+31.3pp |
| Annual return | 20.69% | 23.10%-2.4pp | 29.77%-9.1pp | 31.67%-11.0pp |
| Employer contribution / active EE | $601 | $1,487-59.6% | $2,454-75.5% | $2,019-70.2% |
| Participant deferral / active EE | $1,240 | $2,558-51.5% | $4,088-69.7% | $3,358-63.1% |
| Admin fee / account holder | $992 | $4,907-79.8% | $7,189-86.2% | $3,203-69.0% |