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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 | $9,441 | $78,690-88.0% | $161,489-94.2% | $87,485-89.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.43% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,252 | $2,588-51.6% | $4,268-70.7% | $2,596-51.8% |
| Participant deferral / active EE | $1,319 | $3,311-60.2% | $5,630-76.6% | $4,274-69.1% |
| Admin fee / account holder | $688 | $6,724-89.8% | $16,006-95.7% | $7,775-91.2% |