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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 | $8,004 | $60,139-86.7% | $90,461-91.2% | $79,856-90.0% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 20.21% | 71.96%-51.7pp | 1294.76%-1274.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $785 | $2,069-62.0% | $3,264-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,368 | $2,939-53.5% | $3,964-65.5% | $3,741-63.4% |
| Admin fee / account holder | $565 | $3,978-85.8% | $5,617-89.9% | $5,306-89.4% |