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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 | $8,380 | $114,119-92.7% | $107,187-92.2% | $138,895-94.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 81.78% | 273.21%-191.4pp | 204.55%-122.8pp | 145.39%-63.6pp |
| Employer contribution / active EE | $1,254 | $4,059-69.1% | $3,782-66.9% | $4,194-70.1% |
| Participant deferral / active EE | $4,266 | $5,538-23.0% | $5,096-16.3% | $6,396-33.3% |
| Admin fee / account holder | $2,095 | $10,024-79.1% | $9,162-77.1% | $12,562-83.3% |