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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 | $14,608 | $102,385-85.7% | $147,080-90.1% | $80,935-82.0% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 15.50% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $979 | $3,717-73.7% | $4,933-80.2% | $2,757-64.5% |
| Participant deferral / active EE | $3,021 | $6,651-54.6% | $8,066-62.5% | $4,299-29.7% |
| Admin fee / account holder | $721 | $7,951-90.9% | $12,989-94.5% | $6,924-89.6% |