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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 | $13,518 | $91,179-85.2% | $178,499-92.4% | $79,852-83.1% |
| Participation rate | 77.1% | 69.2%+7.9pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 13.16% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $752 | $3,256-76.9% | $5,011-85.0% | $2,471-69.6% |
| Participant deferral / active EE | $1,026 | $3,236-68.3% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $819 | $6,749-87.9% | $13,986-94.1% | $5,306-84.6% |