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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 | $7,100 | $93,345-92.4% | $119,126-94.0% | $87,485-91.9% |
| Participation rate | 79.3% | 68.7%+10.6pp | 75.8%+3.5pp | 68.9%+10.4pp |
| Annual return | 25.70% | 19.08%+6.6pp | 282.11%-256.4pp | 26.06%-0.4pp |
| Employer contribution / active EE | $1,238 | $3,172-61.0% | $4,034-69.3% | $2,596-52.3% |
| Participant deferral / active EE | $2,138 | $4,099-47.8% | $5,318-59.8% | $4,274-50.0% |
| Admin fee / account holder | $328 | $8,039-95.9% | $10,693-96.9% | $7,775-95.8% |