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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 | $15,263 | $89,370-82.9% | $141,197-89.2% | $72,976-79.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 22.35% | 111.88%-89.5pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,718 | $3,115-44.9% | $4,736-63.7% | $2,440-29.6% |
| Participant deferral / active EE | $3,071 | $5,419-43.3% | $6,710-54.2% | $3,608-14.9% |
| Admin fee / account holder | $649 | $5,957-89.1% | $10,265-93.7% | $5,124-87.3% |