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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 | $8,644 | $48,053-82.0% | $84,628-89.8% | $72,975-88.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.78% | 37.39%-15.6pp | 258.80%-237.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,769 | $1,602+10.4% | $2,653-33.3% | $2,440-27.5% |
| Participant deferral / active EE | $2,199 | $2,681-17.9% | $3,900-43.6% | $3,608-39.0% |
| Admin fee / account holder | $713 | $3,395-79.0% | $4,914-85.5% | $5,124-86.1% |