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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 | $7,459 | $108,882-93.1% | $96,754-92.3% | $154,746-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.82% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,522 | $3,018-49.6% | $2,679-43.2% | $4,379-65.2% |
| Participant deferral / active EE | $3,803 | $5,323-28.6% | $4,758-20.1% | $6,730-43.5% |
| Admin fee / account holder | $523 | $10,200-94.9% | $8,905-94.1% | $14,365-96.4% |