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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 | $12,126 | $53,128-77.2% | $86,581-86.0% | $70,124-82.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.56% | 27.66%-14.1pp | 965.06%-951.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $663 | $2,068-67.9% | $2,840-76.7% | $2,342-71.7% |
| Participant deferral / active EE | $1,055 | $2,695-60.9% | $3,609-70.8% | $3,332-68.3% |
| Admin fee / account holder | $808 | $3,584-77.4% | $4,904-83.5% | $4,645-82.6% |