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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 | $6,669 | $47,479-86.0% | $62,929-89.4% | $82,448-91.9% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 27.00% | 20.34%+6.7pp | 1063.93%-1036.9pp | 41.64%-14.6pp |
| Employer contribution / active EE | $634 | $1,885-66.3% | $2,505-74.7% | $2,551-75.1% |
| Participant deferral / active EE | $2,251 | $2,870-21.6% | $3,888-42.1% | $4,139-45.6% |
| Admin fee / account holder | $933 | $3,804-75.5% | $5,065-81.6% | $7,234-87.1% |