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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 | $3,713 | $77,908-95.2% | $149,696-97.5% | $75,173-95.1% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 34.69% | 31.73%+3.0pp | 134.46%-99.8pp | 160.72%-126.0pp |
| Employer contribution / active EE | $985 | $3,138-68.6% | $4,821-79.6% | $2,671-63.1% |
| Participant deferral / active EE | $1,543 | $3,411-54.8% | $5,682-72.8% | $4,126-62.6% |
| Admin fee / account holder | $332 | $5,950-94.4% | $13,212-97.5% | $5,651-94.1% |