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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 | $2,429 | $78,423-96.9% | $95,964-97.5% | $79,856-97.0% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 64.36% | 19.37%+45.0pp | 91.64%-27.3pp | 31.71%+32.6pp |
| Employer contribution / active EE | $1,095 | $1,945-43.7% | $2,541-56.9% | $2,471-55.7% |
| Participant deferral / active EE | $2,424 | $3,440-29.5% | $4,167-41.8% | $3,741-35.2% |
| Admin fee / account holder | $1,695 | $5,622-69.9% | $6,797-75.1% | $5,306-68.1% |