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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 | $8,593 | $89,367-90.4% | $141,191-93.9% | $72,975-88.2% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 21.20% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,064 | $3,115-65.8% | $4,736-77.5% | $2,440-56.4% |
| Participant deferral / active EE | $2,940 | $5,419-45.8% | $6,710-56.2% | $3,608-18.5% |
| Admin fee / account holder | $858 | $5,957-85.6% | $10,264-91.6% | $5,124-83.3% |