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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 | $3,550 | $49,896-92.9% | $80,627-95.6% | $75,173-95.3% |
| Participation rate | 78.6% | 55.3%+23.2pp | 67.0%+11.6pp | 67.2%+11.4pp |
| Annual return | 21.76% | 34.67%-12.9pp | 936.76%-915.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $427 | $1,699-74.8% | $2,723-84.3% | $2,671-84.0% |
| Participant deferral / active EE | $1,454 | $2,992-51.4% | $4,443-67.3% | $4,126-64.8% |
| Admin fee / account holder | $438 | $3,578-87.7% | $5,381-91.9% | $5,651-92.2% |