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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 | $5,048 | $111,535-95.5% | $105,223-95.2% | $137,256-96.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.33% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,714 | $3,939-56.5% | $3,689-53.5% | $4,156-58.8% |
| Participant deferral / active EE | $2,094 | $5,500-61.9% | $5,072-58.7% | $6,407-67.3% |
| Admin fee / account holder | $2,707 | $9,721-72.2% | $8,859-69.4% | $12,270-77.9% |