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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 | $19,164 | $96,731-80.2% | $123,973-84.5% | $86,983-78.0% |
| Participation rate | 72.5% | 70.0%+2.5pp | 76.7%-4.2pp | 69.5%+3.0pp |
| Annual return | 66.55% | 17.33%+49.2pp | 388.13%-321.6pp | 25.83%+40.7pp |
| Employer contribution / active EE | $1,368 | $3,297-58.5% | $4,126-66.8% | $2,584-47.1% |
| Participant deferral / active EE | $2,396 | $4,152-42.3% | $5,247-54.3% | $4,194-42.9% |
| Admin fee / account holder | $443 | $8,722-94.9% | $11,799-96.2% | $7,856-94.4% |