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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 | $6,073 | $55,889-89.1% | $76,119-92.0% | $80,935-92.5% |
| Participation rate | 86.2% | 62.1%+24.1pp | 69.1%+17.1pp | 67.7%+18.5pp |
| Annual return | 14.13% | 20.58%-6.5pp | 361.25%-347.1pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,794 | $1,866-3.9% | $2,693-33.4% | $2,757-34.9% |
| Participant deferral / active EE | $1,932 | $3,051-36.7% | $4,259-54.6% | $4,299-55.1% |
| Admin fee / account holder | $1,130 | $5,241-78.4% | $6,421-82.4% | $6,924-83.7% |