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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 | $19,396 | $102,429-81.1% | $147,096-86.8% | $80,925-76.0% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 15.60% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,722 | $3,716-53.7% | $4,936-65.1% | $2,756-37.5% |
| Participant deferral / active EE | $3,817 | $6,649-42.6% | $8,071-52.7% | $4,299-11.2% |
| Admin fee / account holder | $2,354 | $7,957-70.4% | $13,005-81.9% | $6,940-66.1% |