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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 | $8,873 | $48,050-81.5% | $96,754-90.8% | $64,340-86.2% |
| Participation rate | 80.3% | 40.6%+39.7pp | 70.3%+10.0pp | 55.2%+25.1pp |
| Annual return | 29.33% | 23.41%+5.9pp | 82.04%-52.7pp | 24.14%+5.2pp |
| Employer contribution / active EE | $638 | $1,204-47.0% | $2,679-76.2% | $1,862-65.7% |
| Participant deferral / active EE | $1,327 | $2,191-39.4% | $4,758-72.1% | $2,980-55.5% |
| Admin fee / account holder | $718 | $3,741-80.8% | $8,905-91.9% | $3,703-80.6% |