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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 | $16,584 | $56,197-70.5% | $67,652-75.5% | $59,633-72.2% |
| Participation rate | 72.7% | 71.5%+1.3pp | 75.7%-2.9pp | 68.7%+4.1pp |
| Annual return | 3.13% | 18508.10%-18505.0pp | 6625.40%-6622.3pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $615 | $1,615-61.9% | $2,266-72.9% | $2,203-72.1% |
| Participant deferral / active EE | $1,278 | $2,844-55.0% | $3,560-64.1% | $3,192-59.9% |
| Admin fee / account holder | $1,833 | $3,958-53.7% | $4,821-62.0% | $4,297-57.3% |