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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 | $16,202 | $55,457-70.8% | $77,361-79.1% | $94,015-82.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.95% | 15.57%-2.6pp | 1011.54%-998.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $1,253 | $2,255-44.4% | $2,990-58.1% | $2,790-55.1% |
| Participant deferral / active EE | $1,700 | $3,069-44.6% | $3,911-56.5% | $4,249-60.0% |
| Admin fee / account holder | $2,316 | $4,334-46.6% | $5,894-60.7% | $8,951-74.1% |