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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 | $7,285 | $48,314-84.9% | $67,561-89.2% | $80,925-91.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.6pp | 67.7%+28.9pp |
| Annual return | 12.43% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,464 | $2,022-27.6% | $2,735-46.5% | $2,756-46.9% |
| Participant deferral / active EE | $2,054 | $2,927-29.8% | $4,003-48.7% | $4,299-52.2% |
| Admin fee / account holder | $1,400 | $3,690-62.1% | $4,006-65.1% | $6,940-79.8% |