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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 | $14,995 | $65,034-76.9% | $90,970-83.5% | $79,856-81.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 78.27% | 30.45%+47.8pp | 134.60%-56.3pp | 31.71%+46.6pp |
| Employer contribution / active EE | $275 | $1,247-78.0% | $2,122-87.1% | $2,471-88.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $411 | $4,536-90.9% | $5,961-93.1% | $5,306-92.3% |