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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 | $9,089 | $65,575-86.1% | $86,209-89.5% | $75,181-87.9% |
| Participation rate | 87.7% | 60.5%+27.2pp | 69.0%+18.7pp | 67.2%+20.5pp |
| Annual return | 17.07% | 46.07%-29.0pp | 1169.05%-1152.0pp | 160.69%-143.6pp |
| Employer contribution / active EE | $644 | $1,553-58.6% | $2,381-73.0% | $2,671-75.9% |
| Participant deferral / active EE | $1,885 | $3,023-37.6% | $3,986-52.7% | $4,126-54.3% |
| Admin fee / account holder | $507 | $5,470-90.7% | $6,853-92.6% | $5,650-91.0% |