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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 | $4,790 | $48,011-90.0% | $63,803-92.5% | $82,637-94.2% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 21.02% | 19.84%+1.2pp | 543.72%-522.7pp | 53.51%-32.5pp |
| Employer contribution / active EE | $816 | $1,904-57.1% | $2,532-67.8% | $2,552-68.0% |
| Participant deferral / active EE | $886 | $2,846-68.9% | $3,843-76.9% | $4,126-78.5% |
| Admin fee / account holder | $582 | $3,873-85.0% | $5,196-88.8% | $7,339-92.1% |