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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 | $5,022 | $99,053-94.9% | $88,179-94.3% | $138,895-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 25.02% | 78.17%-53.1pp | 64.97%-39.9pp | 145.39%-120.4pp |
| Employer contribution / active EE | $979 | $2,882-66.0% | $2,549-61.6% | $4,194-76.7% |
| Participant deferral / active EE | $1,411 | $5,225-73.0% | $4,614-69.4% | $6,396-77.9% |
| Admin fee / account holder | $355 | $8,748-95.9% | $7,673-95.4% | $12,562-97.2% |