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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 | $2,447 | $99,053-97.5% | $88,179-97.2% | $138,895-98.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 15.82% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.6pp |
| Employer contribution / active EE | $703 | $2,882-75.6% | $2,549-72.4% | $4,194-83.2% |
| Participant deferral / active EE | $1,028 | $5,225-80.3% | $4,614-77.7% | $6,396-83.9% |
| Admin fee / account holder | $674 | $8,748-92.3% | $7,673-91.2% | $12,562-94.6% |