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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 | $21,111 | $89,370-76.4% | $141,197-85.0% | $72,976-71.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 21.20% | 111.88%-90.7pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,466 | $3,115-52.9% | $4,736-69.0% | $2,440-39.9% |
| Participant deferral / active EE | $3,289 | $5,419-39.3% | $6,710-51.0% | $3,608-8.8% |
| Admin fee / account holder | $1,770 | $5,957-70.3% | $10,265-82.8% | $5,124-65.5% |