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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 | $16,370 | $102,422-84.0% | $147,117-88.9% | $80,959-79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.85% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,068 | $3,717-17.5% | $4,932-37.8% | $2,757+11.3% |
| Participant deferral / active EE | $6,152 | $6,652-7.5% | $8,065-23.7% | $4,300+43.1% |
| Admin fee / account holder | $1,207 | $7,953-84.8% | $12,993-90.7% | $6,925-82.6% |