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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 | $5,434 | $55,902-90.3% | $76,030-92.9% | $80,959-93.3% |
| Participation rate | 88.6% | 62.1%+26.6pp | 69.1%+19.6pp | 67.7%+21.0pp |
| Annual return | 14.28% | 20.59%-6.3pp | 361.54%-347.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,222 | $1,867-34.6% | $2,688-54.5% | $2,757-55.7% |
| Participant deferral / active EE | $1,851 | $3,051-39.3% | $4,257-56.5% | $4,300-57.0% |
| Admin fee / account holder | $1,194 | $5,239-77.2% | $6,421-81.4% | $6,925-82.8% |