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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 | $8,500 | $107,368-92.1% | $92,915-90.9% | $152,909-94.4% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.5%-1.2pp |
| Annual return | 14.43% | 145.64%-131.2pp | 109.45%-95.0pp | 345.46%-331.0pp |
| Employer contribution / active EE | $7,558 | $4,222+79.0% | $3,653+106.9% | $4,764+58.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,671 | $7,082+8.3% | $5,796+32.4% | $11,601-33.9% |