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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 | $17,575 | $89,367-80.3% | $141,191-87.6% | $72,975-75.9% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 34.12% | 111.87%-77.7pp | 71.41%-37.3pp | 81.01%-46.9pp |
| Employer contribution / active EE | $1,966 | $3,115-36.9% | $4,736-58.5% | $2,440-19.4% |
| Participant deferral / active EE | $4,642 | $5,419-14.3% | $6,710-30.8% | $3,608+28.7% |
| Admin fee / account holder | $460 | $5,957-92.3% | $10,264-95.5% | $5,124-91.0% |