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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 | $16,462 | $127,779-87.1% | $106,551-84.5% | $167,518-90.2% |
| Participation rate | 76.5% | 78.3%-1.8pp | 76.1%+0.3pp | 82.1%-5.6pp |
| Annual return | 16.22% | 33.87%-17.7pp | 26.80%-10.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $2,023 | $3,427-41.0% | $2,819-28.2% | $4,838-58.2% |
| Participant deferral / active EE | $3,752 | $5,088-26.3% | $4,398-14.7% | $6,342-40.8% |
| Admin fee / account holder | $378 | $11,228-96.6% | $7,408-94.9% | $12,312-96.9% |