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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 | $3,263 | $100,139-96.7% | $85,187-96.2% | $145,884-97.8% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 16.49% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $832 | $3,238-74.3% | $2,732-69.6% | $4,662-82.2% |
| Participant deferral / active EE | $1,170 | $5,296-77.9% | $4,525-74.1% | $6,690-82.5% |
| Admin fee / account holder | $1,335 | $7,262-81.6% | $6,162-78.3% | $13,392-90.0% |