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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 | $19,491 | $102,422-81.0% | $147,117-86.8% | $80,959-75.9% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 30.06% | 135.16%-105.1pp | 420.54%-390.5pp | 35.67%-5.6pp |
| Employer contribution / active EE | $1,811 | $3,717-51.3% | $4,932-63.3% | $2,757-34.3% |
| Participant deferral / active EE | $4,749 | $6,652-28.6% | $8,065-41.1% | $4,300+10.4% |
| Admin fee / account holder | $1,757 | $7,953-77.9% | $12,993-86.5% | $6,925-74.6% |