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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 | $3,554 | $47,105-92.5% | $68,368-94.8% | $67,986-94.8% |
| Participation rate | 77.6% | 51.8%+25.8pp | 73.8%+3.8pp | 57.2%+20.4pp |
| Annual return | 21.17% | 48.37%-27.2pp | 292.57%-271.4pp | 31.67%-10.5pp |
| Employer contribution / active EE | $732 | $1,859-60.6% | $2,649-72.4% | $2,019-63.7% |
| Participant deferral / active EE | $1,117 | $2,374-53.0% | $4,123-72.9% | $3,358-66.7% |
| Admin fee / account holder | $998 | $2,435-59.0% | $5,150-80.6% | $3,203-68.8% |