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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 | $11,667 | $85,171-86.3% | $172,753-93.2% | $72,976-84.0% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 20.38% | 27.32%-6.9pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $695 | $3,324-79.1% | $5,144-86.5% | $2,440-71.5% |
| Participant deferral / active EE | $2,523 | $3,260-22.6% | $5,198-51.5% | $3,608-30.1% |
| Admin fee / account holder | $386 | $5,880-93.4% | $13,956-97.2% | $5,124-92.5% |