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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 | $6,133 | $81,696-92.5% | $70,494-91.3% | $158,982-96.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 51.44% | 208.70%-157.3pp | 109.16%-57.7pp | 302.99%-251.5pp |
| Employer contribution / active EE | $1,131 | $3,220-64.9% | $2,738-58.7% | $4,763-76.3% |
| Participant deferral / active EE | $1,599 | $4,558-64.9% | $3,711-56.9% | $5,983-73.3% |
| Admin fee / account holder | $705 | $6,200-88.6% | $3,848-81.7% | $11,252-93.7% |