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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 | $4,339 | $148,623-97.1% | $135,974-96.8% | $139,466-96.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.97% | 79.30%-21.3pp | 68.30%-10.3pp | 373.66%-315.7pp |
| Employer contribution / active EE | $1,610 | $5,246-69.3% | $4,859-66.9% | $4,754-66.1% |
| Participant deferral / active EE | $2,672 | $8,103-67.0% | $7,760-65.6% | $6,712-60.2% |
| Admin fee / account holder | $1,080 | $12,406-91.3% | $10,767-90.0% | $11,409-90.5% |