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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 | $10,587 | $91,167-88.4% | $178,498-94.1% | $79,858-86.7% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 19.71% | 24.19%-4.5pp | 151.09%-131.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $940 | $3,255-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,588 | $3,236-50.9% | $5,202-69.5% | $3,740-57.5% |
| Admin fee / account holder | $1,356 | $6,747-79.9% | $13,985-90.3% | $5,306-74.4% |