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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 | $11,136 | $64,324-82.7% | $118,914-90.6% | $79,856-86.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 15.99% | 86.45%-70.5pp | 35.89%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,862 | $1,836+55.9% | $3,264-12.3% | $2,471+15.8% |
| Participant deferral / active EE | $1,754 | $2,824-37.9% | $4,266-58.9% | $3,741-53.1% |
| Admin fee / account holder | $2,722 | $4,040-32.6% | $6,582-58.7% | $5,306-48.7% |