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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 | $8,588 | $102,422-91.6% | $147,117-94.2% | $80,959-89.4% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 12.06% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,182 | $3,717-68.2% | $4,932-76.0% | $2,757-57.1% |
| Participant deferral / active EE | $3,119 | $6,652-53.1% | $8,065-61.3% | $4,300-27.5% |
| Admin fee / account holder | $749 | $7,953-90.6% | $12,993-94.2% | $6,925-89.2% |