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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 | $15,828 | $102,422-84.5% | $147,117-89.2% | $80,959-80.4% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 12.95% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,263 | $6,652-50.9% | $8,065-59.5% | $4,300-24.1% |
| Admin fee / account holder | $342 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |