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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 | $16,129 | $102,393-84.2% | $147,041-89.0% | $80,911-80.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 19.36% | 134.95%-115.6pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $2,256 | $3,715-39.3% | $4,935-54.3% | $2,756-18.1% |
| Participant deferral / active EE | $4,635 | $6,647-30.3% | $8,071-42.6% | $4,297+7.9% |
| Admin fee / account holder | $783 | $7,943-90.1% | $13,006-94.0% | $6,935-88.7% |