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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 | $69,444-95.0% | $92,985-96.3% | $87,485-96.1% |
| Participation rate | 81.9% | 63.3%+18.7pp | 69.5%+12.5pp | 68.9%+13.0pp |
| Annual return | 15.94% | 23.85%-7.9pp | 27.99%-12.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $692 | $1,917-63.9% | $2,662-74.0% | $2,596-73.3% |
| Participant deferral / active EE | $1,712 | $3,364-49.1% | $4,377-60.9% | $4,274-60.0% |
| Admin fee / account holder | $840 | $6,137-86.3% | $9,463-91.1% | $7,775-89.2% |