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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 | $102,429-89.4% | $147,096-92.6% | $80,925-86.6% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.9pp |
| Annual return | 12.39% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,675 | $3,716-54.9% | $4,936-66.1% | $2,756-39.2% |
| Participant deferral / active EE | $2,681 | $6,649-59.7% | $8,071-66.8% | $4,299-37.6% |
| Admin fee / account holder | $737 | $7,957-90.7% | $13,005-94.3% | $6,940-89.4% |