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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 | $10,228 | $89,367-88.6% | $141,191-92.8% | $72,975-86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.83% | 111.87%-81.0pp | 71.41%-40.6pp | 81.01%-50.2pp |
| Employer contribution / active EE | $2,045 | $3,115-34.3% | $4,736-56.8% | $2,440-16.2% |
| Participant deferral / active EE | $2,688 | $5,419-50.4% | $6,710-59.9% | $3,608-25.5% |
| Admin fee / account holder | $469 | $5,957-92.1% | $10,264-95.4% | $5,124-90.8% |