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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 | $9,775 | $110,410-91.1% | $102,437-90.5% | $145,897-93.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.24% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,485 | $4,217-64.8% | $3,871-61.6% | $4,663-68.1% |
| Participant deferral / active EE | $2,133 | $5,622-62.1% | $5,060-57.8% | $6,689-68.1% |
| Admin fee / account holder | $535 | $9,745-94.5% | $8,388-93.6% | $13,390-96.0% |