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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 | $12,736 | $208,088-93.9% | $186,193-93.2% | $154,746-91.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 20.37% | 89.97%-69.6pp | 78.03%-57.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,956 | $4,340-54.9% | $3,918-50.1% | $4,379-55.3% |
| Participant deferral / active EE | $4,098 | $7,078-42.1% | $6,513-37.1% | $6,730-39.1% |
| Admin fee / account holder | $2,739 | $11,698-76.6% | $11,058-75.2% | $14,365-80.9% |