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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 | $2,642 | $57,305-95.4% | $86,640-97.0% | $75,173-96.5% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 18.72% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,893 | $2,316-18.3% | $3,024-37.4% | $2,671-29.1% |
| Participant deferral / active EE | $2,445 | $3,320-26.4% | $4,438-44.9% | $4,126-40.8% |
| Admin fee / account holder | $1,287 | $4,116-68.7% | $5,616-77.1% | $5,651-77.2% |