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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 | $6,082 | $61,125-90.1% | $94,057-93.5% | $87,485-93.0% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.3%+17.8pp | 68.9%+22.2pp |
| Annual return | 25.51% | 35.20%-9.7pp | 480.62%-455.1pp | 26.06%-0.5pp |
| Employer contribution / active EE | $1,124 | $2,136-47.4% | $2,933-61.7% | $2,596-56.7% |
| Participant deferral / active EE | $1,828 | $3,260-43.9% | $4,709-61.2% | $4,274-57.2% |
| Admin fee / account holder | $324 | $5,629-94.2% | $7,244-95.5% | $7,775-95.8% |