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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 | $2,098 | $36,948-94.3% | $73,658-97.2% | $87,485-97.6% |
| Participation rate | 75.0% | 46.8%+28.2pp | 57.0%+18.0pp | 68.9%+6.1pp |
| Annual return | 36.78% | 28.64%+8.1pp | 29.72%+7.1pp | 26.06%+10.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,325 | $1,379-3.9% | $2,062-35.7% | $4,274-69.0% |
| Admin fee / account holder | $681 | $2,531-73.1% | $3,357-79.7% | $7,775-91.2% |