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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 | $17,083 | $56,197-69.6% | $67,652-74.7% | $59,633-71.4% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | 1.14% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,000 | $1,615-38.0% | $2,266-55.8% | $2,203-54.6% |
| Participant deferral / active EE | $1,560 | $2,844-45.1% | $3,560-56.2% | $3,192-51.1% |
| Admin fee / account holder | $1,315 | $3,958-66.8% | $4,821-72.7% | $4,297-69.4% |