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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 | $8,284 | $80,812-89.7% | $160,784-94.8% | $82,448-90.0% |
| Participation rate | 73.5% | 66.2%+7.3pp | 77.0%-3.4pp | 68.1%+5.5pp |
| Annual return | 16.68% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $753 | $2,174-65.4% | $3,733-79.8% | $2,551-70.5% |
| Participant deferral / active EE | $1,464 | $4,335-66.2% | $6,293-76.7% | $4,139-64.6% |
| Admin fee / account holder | $4,033 | $7,695-47.6% | $9,717-58.5% | $7,234-44.3% |