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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 | $14,609 | $154,193-90.5% | $130,045-88.8% | $139,466-89.5% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.5%+0.7pp | 80.3%-1.2pp |
| Annual return | 24.39% | 32.51%-8.1pp | -137.30%+161.7pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,561 | $5,292-70.5% | $4,321-63.9% | $4,754-67.2% |
| Participant deferral / active EE | $4,303 | $6,709-35.9% | $5,820-26.1% | $6,712-35.9% |
| Admin fee / account holder | $369 | $13,989-97.4% | $10,600-96.5% | $11,409-96.8% |