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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 | $7,995 | $70,684-88.7% | $169,397-95.3% | $75,177-89.4% |
| Participation rate | 72.7% | 64.8%+7.9pp | 77.2%-4.4pp | 67.2%+5.5pp |
| Annual return | 84.08% | 36.38%+47.7pp | 406.23%-322.2pp | 160.75%-76.7pp |
| Employer contribution / active EE | $2,089 | $2,211-5.5% | $4,013-47.9% | $2,671-21.8% |
| Participant deferral / active EE | $2,288 | $4,310-46.9% | $6,223-63.2% | $4,126-44.6% |
| Admin fee / account holder | $898 | $5,404-83.4% | $9,017-90.0% | $5,651-84.1% |