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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 | $7,706 | $95,406-91.9% | $185,849-95.9% | $85,847-91.0% |
| Participation rate | 78.3% | 68.8%+9.5pp | 81.7%-3.4pp | 69.3%+8.9pp |
| Annual return | 18.58% | 23.59%-5.0pp | 122.10%-103.5pp | 318.61%-300.0pp |
| Employer contribution / active EE | $999 | $3,314-69.8% | $5,169-80.7% | $2,565-61.0% |
| Participant deferral / active EE | $2,901 | $3,424-15.3% | $5,569-47.9% | $3,952-26.6% |
| Admin fee / account holder | $335 | $7,214-95.4% | $16,244-97.9% | $6,261-94.7% |