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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 | $9,306 | $80,812-88.5% | $160,784-94.2% | $82,448-88.7% |
| Participation rate | 88.1% | 66.2%+21.9pp | 77.0%+11.2pp | 68.1%+20.1pp |
| Annual return | 21.28% | 100.59%-79.3pp | 1803.92%-1782.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $788 | $2,174-63.7% | $3,733-78.9% | $2,551-69.1% |
| Participant deferral / active EE | $1,861 | $4,335-57.1% | $6,293-70.4% | $4,139-55.0% |
| Admin fee / account holder | $444 | $7,695-94.2% | $9,717-95.4% | $7,234-93.9% |