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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 | $6,714 | $111,535-94.0% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 31.06% | 237.85%-206.8pp | 180.65%-149.6pp | 220.34%-189.3pp |
| Employer contribution / active EE | $1,348 | $3,939-65.8% | $3,689-63.4% | $4,156-67.6% |
| Participant deferral / active EE | $2,731 | $5,500-50.3% | $5,072-46.2% | $6,407-57.4% |
| Admin fee / account holder | $408 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |