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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 | $8,512 | $48,011-82.3% | $63,803-86.7% | $82,637-89.7% |
| Participation rate | 70.6% | 66.6%+4.0pp | 72.7%-2.1pp | 68.1%+2.5pp |
| Annual return | 14.20% | 19.84%-5.6pp | 543.72%-529.5pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,048 | $2,846-63.2% | $3,843-72.7% | $4,126-74.6% |
| Admin fee / account holder | $1,266 | $3,873-67.3% | $5,196-75.6% | $7,339-82.7% |