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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 | $18,345 | $63,346-71.0% | $92,239-80.1% | $70,124-73.8% |
| Participation rate | 87.4% | 68.7%+18.7pp | 76.5%+10.9pp | 69.5%+17.8pp |
| Annual return | 13.01% | 530.19%-517.2pp | 176.29%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,874 | $2,471+16.3% | $3,680-21.9% | $2,342+22.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,042 | $3,841-72.9% | $5,194-79.9% | $4,645-77.6% |