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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 | $10,821 | $102,422-89.4% | $147,117-92.6% | $80,959-86.6% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 12.39% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,675 | $3,717-54.9% | $4,932-66.0% | $2,757-39.2% |
| Participant deferral / active EE | $2,681 | $6,652-59.7% | $8,065-66.7% | $4,300-37.6% |
| Admin fee / account holder | $737 | $7,953-90.7% | $12,993-94.3% | $6,925-89.4% |