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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 | $15,309 | $93,345-83.6% | $119,126-87.1% | $87,485-82.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.64% | 19.08%-2.4pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,021 | $3,172-67.8% | $4,034-74.7% | $2,596-60.7% |
| Participant deferral / active EE | $2,231 | $4,099-45.6% | $5,318-58.0% | $4,274-47.8% |
| Admin fee / account holder | $1,465 | $8,039-81.8% | $10,693-86.3% | $7,775-81.2% |