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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 | $9,458 | $53,127-82.2% | $86,587-89.1% | $70,131-86.5% |
| Participation rate | 75.8% | 65.3%+10.5pp | 73.5%+2.2pp | 69.5%+6.2pp |
| Annual return | 32.44% | 27.66%+4.8pp | 964.86%-932.4pp | 73.14%-40.7pp |
| Employer contribution / active EE | $277 | $2,068-86.6% | $2,839-90.2% | $2,342-88.2% |
| Participant deferral / active EE | $825 | $2,696-69.4% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $1,191 | $3,585-66.8% | $4,906-75.7% | $4,645-74.4% |