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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 | $23,586 | $102,385-77.0% | $147,080-84.0% | $80,935-70.9% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 41.42% | 135.09%-93.7pp | 420.17%-378.7pp | 35.66%+5.8pp |
| Employer contribution / active EE | $1,235 | $3,717-66.8% | $4,933-75.0% | $2,757-55.2% |
| Participant deferral / active EE | $3,162 | $6,651-52.5% | $8,066-60.8% | $4,299-26.5% |
| Admin fee / account holder | $630 | $7,951-92.1% | $12,989-95.2% | $6,924-90.9% |