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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 | $4,297 | $111,878-96.2% | $93,727-95.4% | $145,897-97.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 13.16% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,300 | $3,092-57.9% | $2,421-46.3% | $4,663-72.1% |
| Participant deferral / active EE | $1,859 | $4,920-62.2% | $4,417-57.9% | $6,689-72.2% |
| Admin fee / account holder | $2,146 | $10,256-79.1% | $8,292-74.1% | $13,390-84.0% |