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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 | $6,943 | $84,236-91.8% | $170,435-95.9% | $70,126-90.1% |
| Participation rate | 70.1% | 70.8%-0.7pp | 83.6%-13.5pp | 69.5%+0.6pp |
| Annual return | 17.78% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $542 | $3,387-84.0% | $5,432-90.0% | $2,343-76.9% |
| Participant deferral / active EE | $941 | $3,086-69.5% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $804 | $5,698-85.9% | $13,881-94.2% | $4,645-82.7% |