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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 | $13,815 | $102,422-86.5% | $147,117-90.6% | $80,959-82.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 17.83% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,932 | $3,717-48.0% | $4,932-60.8% | $2,757-29.9% |
| Participant deferral / active EE | $4,723 | $6,652-29.0% | $8,065-41.4% | $4,300+9.8% |
| Admin fee / account holder | $468 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |