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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 | $11,659 | $91,198-87.2% | $178,503-93.5% | $79,856-85.4% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 12.71% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,490 | $3,257-54.2% | $5,011-70.3% | $2,471-39.7% |
| Participant deferral / active EE | $1,210 | $3,237-62.6% | $5,202-76.7% | $3,741-67.7% |
| Admin fee / account holder | $562 | $6,748-91.7% | $13,987-96.0% | $5,306-89.4% |