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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 | $5,168 | $81,276-93.6% | $155,574-96.7% | $80,925-93.6% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.7%+26.0pp |
| Annual return | 10.83% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,119 | $3,103-63.9% | $4,676-76.1% | $2,756-59.4% |
| Participant deferral / active EE | $1,140 | $3,453-67.0% | $5,629-79.7% | $4,299-73.5% |
| Admin fee / account holder | $365 | $7,993-95.4% | $15,914-97.7% | $6,940-94.7% |