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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 | $7,930 | $111,878-92.9% | $93,727-91.5% | $145,897-94.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 12.47% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,404 | $3,092-54.6% | $2,421-42.0% | $4,663-69.9% |
| Participant deferral / active EE | $2,151 | $4,920-56.3% | $4,417-51.3% | $6,689-67.8% |
| Admin fee / account holder | $1,935 | $10,256-81.1% | $8,292-76.7% | $13,390-85.6% |