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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 | $12,739 | $85,171-85.0% | $172,753-92.6% | $72,976-82.5% |
| Participation rate | 80.7% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.2pp |
| Annual return | 33.23% | 27.32%+5.9pp | 803.00%-769.8pp | 81.02%-47.8pp |
| Employer contribution / active EE | $980 | $3,324-70.5% | $5,144-81.0% | $2,440-59.8% |
| Participant deferral / active EE | $2,451 | $3,260-24.8% | $5,198-52.8% | $3,608-32.1% |
| Admin fee / account holder | $679 | $5,880-88.5% | $13,956-95.1% | $5,124-86.8% |