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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 | $7,663 | $56,431-86.4% | $130,788-94.1% | $87,485-91.2% |
| Participation rate | 75.4% | 58.9%+16.5pp | 70.1%+5.3pp | 68.9%+6.5pp |
| Annual return | 15.96% | 91.27%-75.3pp | 386.44%-370.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $720 | $1,549-53.5% | $3,558-79.8% | $2,596-72.3% |
| Participant deferral / active EE | $1,168 | $2,749-57.5% | $4,137-71.8% | $4,274-72.7% |
| Admin fee / account holder | $2,402 | $4,433-45.8% | $6,673-64.0% | $7,775-69.1% |