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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 | $6,461 | $55,902-88.4% | $76,030-91.5% | $80,959-92.0% |
| Participation rate | 94.6% | 62.1%+32.5pp | 69.1%+25.5pp | 67.7%+26.9pp |
| Annual return | 14.68% | 20.59%-5.9pp | 361.54%-346.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,238 | $1,867-33.7% | $2,688-53.9% | $2,757-55.1% |
| Participant deferral / active EE | $2,466 | $3,051-19.2% | $4,257-42.1% | $4,300-42.6% |
| Admin fee / account holder | $1,239 | $5,239-76.3% | $6,421-80.7% | $6,925-82.1% |