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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 | $7,935 | $108,882-92.7% | $96,754-91.8% | $154,746-94.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 17.49% | 98.39%-80.9pp | 82.04%-64.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,060 | $3,018-64.9% | $2,679-60.4% | $4,379-75.8% |
| Participant deferral / active EE | $2,381 | $5,323-55.3% | $4,758-50.0% | $6,730-64.6% |
| Admin fee / account holder | $2,711 | $10,200-73.4% | $8,905-69.6% | $14,365-81.1% |