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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 | $6,165 | $76,407-91.9% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 80.32% | 39.99%+40.3pp | 62.79%+17.5pp | 41.64%+38.7pp |
| Employer contribution / active EE | $1,535 | $2,614-41.3% | $4,154-63.1% | $2,551-39.8% |
| Participant deferral / active EE | $1,829 | $3,214-43.1% | $5,453-66.4% | $4,139-55.8% |
| Admin fee / account holder | $2,144 | $6,352-66.2% | $14,116-84.8% | $7,234-70.4% |