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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 | $4,888 | $88,672-94.5% | $105,223-95.4% | $82,448-94.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.10% | 30.86%-14.8pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,927 | $3,048+94.5% | $3,689+60.7% | $2,551+132.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $473 | $7,146-93.4% | $8,859-94.7% | $7,234-93.5% |