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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 | $8,086 | $47,479-83.0% | $62,929-87.2% | $82,448-90.2% |
| Participation rate | 84.1% | 66.9%+17.3pp | 73.1%+11.0pp | 68.1%+16.1pp |
| Annual return | 18.70% | 20.34%-1.6pp | 1063.93%-1045.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $910 | $1,885-51.8% | $2,505-63.7% | $2,551-64.3% |
| Participant deferral / active EE | $1,841 | $2,870-35.9% | $3,888-52.7% | $4,139-55.5% |
| Admin fee / account holder | $512 | $3,804-86.5% | $5,065-89.9% | $7,234-92.9% |