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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 | $5,101 | $100,262-94.9% | $81,370-93.7% | $145,897-96.5% |
| Participation rate | 76.5% | 74.3%+2.2pp | 69.5%+6.9pp | 80.3%-3.8pp |
| Annual return | 16.10% | 34.52%-18.4pp | 24.85%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $856 | $2,979-71.3% | $2,464-65.3% | $4,663-81.6% |
| Participant deferral / active EE | $1,204 | $4,612-73.9% | $3,885-69.0% | $6,689-82.0% |
| Admin fee / account holder | $354 | $8,163-95.7% | $5,749-93.8% | $13,390-97.4% |