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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 | $3,190 | $75,541-95.8% | $152,093-97.9% | $82,637-96.1% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 37.66% | 32.56%+5.1pp | 66.36%-28.7pp | 53.51%-15.8pp |
| Employer contribution / active EE | $917 | $2,622-65.0% | $4,175-78.0% | $2,552-64.1% |
| Participant deferral / active EE | $1,187 | $3,206-63.0% | $5,451-78.2% | $4,126-71.2% |
| Admin fee / account holder | $772 | $6,405-87.9% | $14,497-94.7% | $7,339-89.5% |