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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 | $8,903 | $89,367-90.0% | $141,191-93.7% | $72,975-87.8% |
| Participation rate | 77.3% | 75.1%+2.1pp | 82.5%-5.2pp | 69.5%+7.8pp |
| Annual return | 22.31% | 111.87%-89.6pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,571 | $3,115-49.6% | $4,736-66.8% | $2,440-35.6% |
| Participant deferral / active EE | $3,293 | $5,419-39.2% | $6,710-50.9% | $3,608-8.7% |
| Admin fee / account holder | $2,068 | $5,957-65.3% | $10,264-79.9% | $5,124-59.6% |