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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 | $22,243 | $65,034-65.8% | $90,970-75.5% | $79,856-72.1% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 20.59% | 30.45%-9.9pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,781 | $1,247+42.8% | $2,122-16.1% | $2,471-27.9% |
| Participant deferral / active EE | $4,307 | $2,512+71.5% | $3,373+27.7% | $3,741+15.1% |
| Admin fee / account holder | $373 | $4,536-91.8% | $5,961-93.7% | $5,306-93.0% |