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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 | $6,705 | $61,815-89.2% | $97,295-93.1% | $80,959-91.7% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.7%-1.2pp | 67.7%+3.8pp |
| Annual return | 14.98% | -558.73%+573.7pp | 75.62%-60.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $764 | $1,836-58.4% | $2,723-71.9% | $2,757-72.3% |
| Participant deferral / active EE | $982 | $3,027-67.6% | $4,264-77.0% | $4,300-77.2% |
| Admin fee / account holder | $727 | $5,166-85.9% | $5,646-87.1% | $6,925-89.5% |