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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 | $5,720 | $99,053-94.2% | $88,179-93.5% | $138,895-95.9% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.1%+12.1pp | 79.9%+1.3pp |
| Annual return | 26.58% | 78.17%-51.6pp | 64.97%-38.4pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,837 | $2,882-36.3% | $2,549-27.9% | $4,194-56.2% |
| Participant deferral / active EE | $2,850 | $5,225-45.5% | $4,614-38.2% | $6,396-55.4% |
| Admin fee / account holder | $2,970 | $8,748-66.0% | $7,673-61.3% | $12,562-76.4% |