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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 | $4,666 | $58,627-92.0% | $76,735-93.9% | $82,448-94.3% |
| Participation rate | 93.0% | 63.2%+29.8pp | 69.5%+23.5pp | 68.1%+24.9pp |
| Annual return | 31.02% | 39.10%-8.1pp | 29.77%+1.3pp | 41.64%-10.6pp |
| Employer contribution / active EE | $629 | $1,729-63.6% | $2,454-74.4% | $2,551-75.3% |
| Participant deferral / active EE | $1,893 | $3,134-39.6% | $4,088-53.7% | $4,139-54.3% |
| Admin fee / account holder | $711 | $5,323-86.6% | $7,189-90.1% | $7,234-90.2% |