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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 | $13,080 | $80,812-83.8% | $160,784-91.9% | $82,448-84.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 26.02% | 100.59%-74.6pp | 1803.92%-1777.9pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,386 | $2,174-36.2% | $3,733-62.9% | $2,551-45.7% |
| Participant deferral / active EE | $6,074 | $4,335+40.1% | $6,293-3.5% | $4,139+46.7% |
| Admin fee / account holder | $370 | $7,695-95.2% | $9,717-96.2% | $7,234-94.9% |