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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 | $15,171 | $65,555-76.9% | $86,216-82.4% | $75,173-79.8% |
| Participation rate | 78.8% | 60.5%+18.3pp | 69.0%+9.8pp | 67.2%+11.6pp |
| Annual return | 20.53% | 46.07%-25.5pp | 1169.42%-1148.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,043 | $1,553-32.9% | $2,382-56.2% | $2,671-61.0% |
| Participant deferral / active EE | $2,133 | $3,023-29.4% | $3,986-46.5% | $4,126-48.3% |
| Admin fee / account holder | $1,117 | $5,469-79.6% | $6,853-83.7% | $5,651-80.2% |