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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 | $12,035 | $150,346-92.0% | $120,524-90.0% | $145,877-91.7% |
| Participation rate | 92.3% | 78.8%+13.5pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 14.80% | 154.40%-139.6pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,867 | $4,353-57.1% | $3,469-46.2% | $4,663-60.0% |
| Participant deferral / active EE | $2,369 | $6,172-61.6% | $4,994-52.6% | $6,691-64.6% |
| Admin fee / account holder | $3,859 | $12,215-68.4% | $9,440-59.1% | $13,402-71.2% |