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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 | $11,264 | $52,961-78.7% | $172,752-93.5% | $65,185-82.7% |
| Participation rate | 72.5% | 66.2%+6.3pp | 82.6%-10.1pp | 70.2%+2.3pp |
| Annual return | 18.70% | 30.12%-11.4pp | 802.97%-784.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $819 | $2,190-62.6% | $5,144-84.1% | $2,177-62.4% |
| Participant deferral / active EE | $1,130 | $2,471-54.3% | $5,198-78.3% | $3,514-67.8% |
| Admin fee / account holder | $376 | $472-20.4% | $13,955-97.3% | $847-55.7% |