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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 | $6,461 | $99,995-93.5% | $85,063-92.4% | $145,978-95.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.07% | 83.99%-73.9pp | 66.54%-56.5pp | 550.52%-540.4pp |
| Employer contribution / active EE | $543 | $3,231-83.2% | $2,727-80.1% | $4,662-88.4% |
| Participant deferral / active EE | $1,190 | $5,295-77.5% | $4,523-73.7% | $6,690-82.2% |
| Admin fee / account holder | $3,202 | $7,255-55.9% | $6,155-48.0% | $13,400-76.1% |