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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 | $17,300 | $89,364-80.6% | $141,177-87.7% | $72,983-76.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 27.10% | 111.86%-84.8pp | 71.40%-44.3pp | 81.01%-53.9pp |
| Employer contribution / active EE | $1,688 | $3,115-45.8% | $4,736-64.3% | $2,440-30.8% |
| Participant deferral / active EE | $2,901 | $5,419-46.5% | $6,710-56.8% | $3,608-19.6% |
| Admin fee / account holder | $2,038 | $5,959-65.8% | $10,263-80.1% | $5,124-60.2% |