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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 | $8,742 | $78,015-88.8% | $178,505-95.1% | $80,959-89.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 51.88% | 18.10%+33.8pp | 27.16%+24.7pp | 35.67%+16.2pp |
| Employer contribution / active EE | $1,779 | $2,281-22.0% | $3,955-55.0% | $2,757-35.5% |
| Participant deferral / active EE | $1,768 | $4,406-59.9% | $6,280-71.8% | $4,300-58.9% |
| Admin fee / account holder | $1,024 | $7,160-85.7% | $10,428-90.2% | $6,925-85.2% |