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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 | $16,035 | $102,422-84.3% | $147,117-89.1% | $80,959-80.2% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 14.22% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,893 | $3,717-49.1% | $4,932-61.6% | $2,757-31.3% |
| Participant deferral / active EE | $3,988 | $6,652-40.0% | $8,065-50.5% | $4,300-7.3% |
| Admin fee / account holder | $2,086 | $7,953-73.8% | $12,993-83.9% | $6,925-69.9% |