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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 | $11,562 | $100,901-88.5% | $75,501-84.7% | $147,586-92.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 91.12% | 35.78%+55.3pp | 27.35%+63.8pp | 578.59%-487.5pp |
| Employer contribution / active EE | $1,265 | $3,253-61.1% | $2,352-46.2% | $4,876-74.1% |
| Participant deferral / active EE | $3,165 | $4,027-21.4% | $3,142+0.7% | $5,439-41.8% |
| Admin fee / account holder | $814 | $11,285-92.8% | $5,801-86.0% | $10,886-92.5% |