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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 | $12,304 | $82,674-85.1% | $125,381-90.2% | $68,486-82.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 9.13% | -5.97%+15.1pp | 572.31%-563.2pp | -7.85%+17.0pp |
| Employer contribution / active EE | $712 | $3,382-79.0% | $4,815-85.2% | $2,597-72.6% |
| Participant deferral / active EE | $7,671 | $6,111+25.5% | $7,448+3.0% | $4,028+90.5% |
| Admin fee / account holder | $805 | $6,277-87.2% | $10,007-92.0% | $5,404-85.1% |