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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 | $11,785 | $118,875-90.1% | $96,572-87.8% | $167,553-93.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 13.00% | 50.50%-37.5pp | 37.79%-24.8pp | 478.89%-465.9pp |
| Employer contribution / active EE | $1,470 | $3,121-52.9% | $2,357-37.6% | $4,840-69.6% |
| Participant deferral / active EE | $3,824 | $4,617-17.2% | $3,850-0.7% | $6,343-39.7% |
| Admin fee / account holder | $501 | $8,070-93.8% | $6,183-91.9% | $12,316-95.9% |