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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 | $12,231 | $102,385-88.1% | $147,080-91.7% | $80,935-84.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 17.88% | 135.09%-117.2pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $1,954 | $3,717-47.4% | $4,933-60.4% | $2,757-29.1% |
| Participant deferral / active EE | $4,129 | $6,651-37.9% | $8,066-48.8% | $4,299-4.0% |
| Admin fee / account holder | $914 | $7,951-88.5% | $12,989-93.0% | $6,924-86.8% |