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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 | $88,672-82.7% | $105,223-85.5% | $82,448-81.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.64% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,021 | $3,048-66.5% | $3,689-72.3% | $2,551-60.0% |
| Participant deferral / active EE | $2,231 | $4,036-44.7% | $5,072-56.0% | $4,139-46.1% |
| Admin fee / account holder | $1,465 | $7,146-79.5% | $8,859-83.5% | $7,234-79.8% |