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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 | $19,224 | $81,208-76.3% | $98,920-80.6% | $79,856-75.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.78% | 60.99%-46.2pp | 196.47%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,097 | $1,960-44.0% | $2,689-59.2% | $2,471-55.6% |
| Participant deferral / active EE | $3,114 | $3,265-4.6% | $4,245-26.6% | $3,741-16.7% |
| Admin fee / account holder | $654 | $6,013-89.1% | $6,643-90.2% | $5,306-87.7% |