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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 | $16,489 | $100,003-83.5% | $146,685-88.8% | $85,856-80.8% |
| Participation rate | 75.8% | 73.1%+2.7pp | 80.1%-4.3pp | 69.3%+6.4pp |
| Annual return | 14.27% | 18.93%-4.7pp | 22.75%-8.5pp | 318.58%-304.3pp |
| Employer contribution / active EE | $897 | $2,559-64.9% | $4,137-78.3% | $2,565-65.0% |
| Participant deferral / active EE | $1,936 | $4,006-51.7% | $5,507-64.8% | $3,952-51.0% |
| Admin fee / account holder | $718 | $7,704-90.7% | $10,281-93.0% | $6,261-88.5% |