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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 | $10,835 | $85,766-87.4% | $136,298-92.1% | $70,126-84.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 25.95% | 31.46%-5.5pp | 5156.27%-5130.3pp | 73.15%-47.2pp |
| Employer contribution / active EE | $1,570 | $2,966-47.1% | $4,696-66.6% | $2,343-33.0% |
| Participant deferral / active EE | $2,214 | $5,051-56.2% | $6,247-64.6% | $3,332-33.6% |
| Admin fee / account holder | $457 | $5,421-91.6% | $9,244-95.1% | $4,645-90.2% |