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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 | $3,445 | $58,627-94.1% | $76,735-95.5% | $82,448-95.8% |
| Participation rate | 81.9% | 63.2%+18.7pp | 69.5%+12.4pp | 68.1%+13.9pp |
| Annual return | 15.94% | 39.10%-23.2pp | 29.77%-13.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $692 | $1,729-60.0% | $2,454-71.8% | $2,551-72.9% |
| Participant deferral / active EE | $1,712 | $3,134-45.4% | $4,088-58.1% | $4,139-58.7% |
| Admin fee / account holder | $840 | $5,323-84.2% | $7,189-88.3% | $7,234-88.4% |