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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 | $9,213 | $112,131-91.8% | $95,964-90.4% | $158,982-94.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 49.00% | 171.19%-122.2pp | 91.64%-42.6pp | 302.99%-254.0pp |
| Employer contribution / active EE | $1,294 | $3,199-59.5% | $2,541-49.1% | $4,763-72.8% |
| Participant deferral / active EE | $2,256 | $4,784-52.8% | $4,167-45.9% | $5,983-62.3% |
| Admin fee / account holder | $2,651 | $10,136-73.8% | $6,797-61.0% | $11,252-76.4% |