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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 | $6,518 | $53,063-87.7% | $124,206-94.8% | $82,637-92.1% |
| Participation rate | 75.9% | 58.4%+17.5pp | 69.6%+6.4pp | 68.1%+7.9pp |
| Annual return | 14.77% | 68.87%-54.1pp | 515.27%-500.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $329 | $1,530-78.5% | $3,540-90.7% | $2,552-87.1% |
| Participant deferral / active EE | $1,133 | $2,644-57.1% | $3,968-71.4% | $4,126-72.5% |
| Admin fee / account holder | $2,029 | $4,281-52.6% | $5,929-65.8% | $7,339-72.4% |