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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 | $6,946 | $61,125-88.6% | $94,057-92.6% | $87,485-92.1% |
| Participation rate | 89.7% | 64.1%+25.7pp | 73.3%+16.4pp | 68.9%+20.8pp |
| Annual return | 24.80% | 35.20%-10.4pp | 480.62%-455.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,370 | $2,136-35.9% | $2,933-53.3% | $2,596-47.2% |
| Participant deferral / active EE | $2,797 | $3,260-14.2% | $4,709-40.6% | $4,274-34.5% |
| Admin fee / account holder | $401 | $5,629-92.9% | $7,244-94.5% | $7,775-94.8% |