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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 | $19,290 | $102,422-81.2% | $147,117-86.9% | $80,959-76.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 15.10% | 135.16%-120.1pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,212 | $3,717-67.4% | $4,932-75.4% | $2,757-56.0% |
| Participant deferral / active EE | $3,004 | $6,652-54.8% | $8,065-62.7% | $4,300-30.1% |
| Admin fee / account holder | $2,476 | $7,953-68.9% | $12,993-80.9% | $6,925-64.2% |