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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 | $5,982 | $50,554-88.2% | $67,681-91.2% | $87,485-93.2% |
| Participation rate | 80.6% | 67.7%+12.8pp | 73.7%+6.8pp | 68.9%+11.6pp |
| Annual return | 32.48% | 17.81%+14.7pp | 590.58%-558.1pp | 26.06%+6.4pp |
| Employer contribution / active EE | $739 | $1,988-62.8% | $2,678-72.4% | $2,596-71.5% |
| Participant deferral / active EE | $1,982 | $2,961-33.1% | $3,976-50.1% | $4,274-53.6% |
| Admin fee / account holder | $939 | $4,132-77.3% | $6,100-84.6% | $7,775-87.9% |