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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 | $8,086 | $48,011-83.2% | $63,803-87.3% | $82,637-90.2% |
| Participation rate | 84.1% | 66.6%+17.6pp | 72.7%+11.4pp | 68.1%+16.1pp |
| Annual return | 18.70% | 19.84%-1.1pp | 543.72%-525.0pp | 53.51%-34.8pp |
| Employer contribution / active EE | $910 | $1,904-52.2% | $2,532-64.1% | $2,552-64.4% |
| Participant deferral / active EE | $1,841 | $2,846-35.3% | $3,843-52.1% | $4,126-55.4% |
| Admin fee / account holder | $512 | $3,873-86.8% | $5,196-90.2% | $7,339-93.0% |