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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 | $18,296 | $63,346-71.1% | $92,240-80.2% | $70,126-73.9% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 19.92% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,688 | $2,471-31.7% | $3,680-54.1% | $2,343-27.9% |
| Participant deferral / active EE | $2,510 | $2,854-12.0% | $3,897-35.6% | $3,332-24.7% |
| Admin fee / account holder | $1,818 | $3,841-52.7% | $5,194-65.0% | $4,645-60.9% |