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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 | $24,172 | $102,422-76.4% | $147,117-83.6% | $80,959-70.1% |
| Participation rate | 89.4% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 20.23% | 135.16%-114.9pp | 420.54%-400.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $1,701 | $3,717-54.2% | $4,932-65.5% | $2,757-38.3% |
| Participant deferral / active EE | $3,798 | $6,652-42.9% | $8,065-52.9% | $4,300-11.7% |
| Admin fee / account holder | $509 | $7,953-93.6% | $12,993-96.1% | $6,925-92.7% |