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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 | $8,258 | $99,633-91.7% | $183,328-95.5% | $82,448-90.0% |
| Participation rate | 77.4% | 70.8%+6.7pp | 77.3%+0.1pp | 68.1%+9.4pp |
| Annual return | 114.91% | 17.84%+97.1pp | 29.67%+85.2pp | 41.64%+73.3pp |
| Employer contribution / active EE | $1,653 | $3,256-49.2% | $5,055-67.3% | $2,551-35.2% |
| Participant deferral / active EE | $3,596 | $4,938-27.2% | $6,795-47.1% | $4,139-13.1% |
| Admin fee / account holder | $1,505 | $9,934-84.8% | $21,427-93.0% | $7,234-79.2% |