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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 | $6,463 | $78,670-91.8% | $109,173-94.1% | $85,847-92.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.15% | 25.09%-10.9pp | 25.75%-11.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,537 | $2,734-43.8% | $3,723-58.7% | $2,565-40.1% |
| Participant deferral / active EE | $2,040 | $3,467-41.2% | $4,654-56.2% | $3,952-48.4% |
| Admin fee / account holder | $571 | $5,469-89.6% | $6,755-91.5% | $6,261-90.9% |