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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 | $7,392 | $95,415-92.3% | $185,851-96.0% | $85,851-91.4% |
| Participation rate | 82.1% | 68.8%+13.3pp | 81.7%+0.3pp | 69.3%+12.7pp |
| Annual return | 12.65% | 23.59%-10.9pp | 122.11%-109.5pp | 318.63%-306.0pp |
| Employer contribution / active EE | $569 | $3,314-82.8% | $5,168-89.0% | $2,565-77.8% |
| Participant deferral / active EE | $2,962 | $3,424-13.5% | $5,569-46.8% | $3,952-25.1% |
| Admin fee / account holder | $1,655 | $7,215-77.1% | $16,245-89.8% | $6,261-73.6% |