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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 | $9,761 | $75,962-87.2% | $154,111-93.7% | $64,173-84.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.15% | 30.32%-22.2pp | 735.18%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,019 | $3,350-69.6% | $5,298-80.8% | $2,381-57.2% |
| Participant deferral / active EE | $2,833 | $3,175-10.8% | $5,081-44.2% | $3,470-18.3% |
| Admin fee / account holder | $1,502 | $5,589-73.1% | $13,411-88.8% | $4,887-69.3% |