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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 | $9,922 | $115,814-91.4% | $101,275-90.2% | $158,982-93.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 51.53% | 56.16%-4.6pp | 46.48%+5.0pp | 302.99%-251.5pp |
| Employer contribution / active EE | $1,843 | $4,176-55.9% | $3,660-49.6% | $4,763-61.3% |
| Participant deferral / active EE | $2,700 | $4,958-45.5% | $4,371-38.2% | $5,983-54.9% |
| Admin fee / account holder | $570 | $7,249-92.1% | $5,948-90.4% | $11,252-94.9% |