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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 | $12,349 | $102,422-87.9% | $147,117-91.6% | $80,959-84.7% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 15.34% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,425 | $3,717-61.7% | $4,932-71.1% | $2,757-48.3% |
| Participant deferral / active EE | $2,615 | $6,652-60.7% | $8,065-67.6% | $4,300-39.2% |
| Admin fee / account holder | $338 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |