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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 | $11,622 | $75,832-84.7% | $147,617-92.1% | $59,633-80.5% |
| Participation rate | 90.0% | 71.6%+18.4pp | 84.6%+5.4pp | 68.7%+21.3pp |
| Annual return | 1.52% | 0.37%+1.2pp | 61.98%-60.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $564 | $3,485-83.8% | $5,564-89.9% | $2,203-74.4% |
| Participant deferral / active EE | $847 | $3,131-72.9% | $4,895-82.7% | $3,192-73.4% |
| Admin fee / account holder | $2,572 | $5,986-57.0% | $11,612-77.8% | $4,297-40.1% |