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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 | $4,140 | $48,570-91.5% | $130,660-96.8% | $72,975-94.3% |
| Participation rate | 93.9% | 58.6%+35.3pp | 71.7%+22.1pp | 69.5%+24.4pp |
| Annual return | 23.20% | 38.63%-15.4pp | 1709.29%-1686.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,011 | $1,334-24.2% | $4,092-75.3% | $2,440-58.6% |
| Participant deferral / active EE | $1,904 | $2,384-20.1% | $3,603-47.2% | $3,608-47.2% |
| Admin fee / account holder | $1,350 | $3,549-62.0% | $5,463-75.3% | $5,124-73.7% |