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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 | $13,101 | $102,382-87.2% | $147,005-91.1% | $80,874-83.8% |
| Participation rate | 73.7% | 75.8%-2.2pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 14.69% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,420 | $3,715-61.8% | $4,934-71.2% | $2,756-48.5% |
| Participant deferral / active EE | $2,699 | $6,646-59.4% | $8,070-66.6% | $4,297-37.2% |
| Admin fee / account holder | $866 | $7,942-89.1% | $13,006-93.3% | $6,935-87.5% |