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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 | $7,373 | $105,198-93.0% | $159,455-95.4% | $85,856-91.4% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 23.06% | 45.08%-22.0pp | 263.63%-240.6pp | 318.58%-295.5pp |
| Employer contribution / active EE | $1,659 | $3,319-50.0% | $4,830-65.6% | $2,565-35.3% |
| Participant deferral / active EE | $3,266 | $5,946-45.1% | $7,353-55.6% | $3,952-17.4% |
| Admin fee / account holder | $1,365 | $6,934-80.3% | $10,800-87.4% | $6,261-78.2% |