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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 | $7,371 | $81,664-91.0% | $70,476-89.5% | $158,966-95.4% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.9pp | 82.0%-3.0pp |
| Annual return | 172.81% | 208.59%-35.8pp | 109.12%+63.7pp | 302.95%-130.1pp |
| Employer contribution / active EE | $1,858 | $3,219-42.3% | $2,738-32.2% | $4,762-61.0% |
| Participant deferral / active EE | $2,209 | $4,556-51.5% | $3,710-40.5% | $5,983-63.1% |
| Admin fee / account holder | $468 | $6,197-92.5% | $3,847-87.8% | $11,250-95.8% |