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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 | $6,556 | $91,086-92.8% | $203,872-96.8% | $86,983-92.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 12.93% | 22.30%-9.4pp | 85.11%-72.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,487 | $2,063-27.9% | $3,757-60.4% | $2,584-42.5% |
| Participant deferral / active EE | $2,529 | $4,019-37.1% | $6,388-60.4% | $4,194-39.7% |
| Admin fee / account holder | $1,962 | $8,987-78.2% | $11,730-83.3% | $7,856-75.0% |