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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 | $10,573 | $165,939-93.6% | $122,354-91.4% | $147,585-92.8% |
| Participation rate | 76.2% | 79.6%-3.4pp | 71.6%+4.6pp | 82.8%-6.6pp |
| Annual return | 10.98% | 34.56%-23.6pp | 30.28%-19.3pp | 578.58%-567.6pp |
| Employer contribution / active EE | $1,019 | $5,754-82.3% | $4,051-74.9% | $4,876-79.1% |
| Participant deferral / active EE | $3,175 | $4,005-20.7% | $3,287-3.4% | $5,439-41.6% |
| Admin fee / account holder | $495 | $7,425-93.3% | $5,479-91.0% | $10,886-95.5% |