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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 | $5,805 | $125,778-95.4% | $114,563-94.9% | $154,746-96.2% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.9%+22.3pp | 80.7%+14.5pp |
| Annual return | 27.39% | 295.14%-267.7pp | 241.09%-213.7pp | 172.34%-144.9pp |
| Employer contribution / active EE | $750 | $2,806-73.3% | $2,592-71.1% | $4,379-82.9% |
| Participant deferral / active EE | $2,762 | $4,445-37.9% | $4,142-33.3% | $6,730-59.0% |
| Admin fee / account holder | $600 | $8,190-92.7% | $7,623-92.1% | $14,365-95.8% |