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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 | $5,201 | $100,203-94.8% | $85,240-93.9% | $145,897-96.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.64% | 84.28%-73.6pp | 66.75%-56.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,241 | $3,242-61.7% | $2,735-54.6% | $4,663-73.4% |
| Participant deferral / active EE | $1,904 | $5,299-64.1% | $4,527-57.9% | $6,689-71.5% |
| Admin fee / account holder | $792 | $7,265-89.1% | $6,165-87.2% | $13,390-94.1% |