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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 | $6,250 | $76,407-91.8% | $150,298-95.8% | $82,448-92.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 26.30% | 39.99%-13.7pp | 62.79%-36.5pp | 41.64%-15.3pp |
| Employer contribution / active EE | $969 | $2,614-62.9% | $4,154-76.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,989 | $3,214-38.1% | $5,453-63.5% | $4,139-52.0% |
| Admin fee / account holder | $465 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |