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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 | $14,003 | $102,422-86.3% | $147,117-90.5% | $80,959-82.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 34.59% | 135.16%-100.6pp | 420.54%-385.9pp | 35.67%-1.1pp |
| Employer contribution / active EE | $2,118 | $3,717-43.0% | $4,932-57.1% | $2,757-23.2% |
| Participant deferral / active EE | $5,487 | $6,652-17.5% | $8,065-32.0% | $4,300+27.6% |
| Admin fee / account holder | $404 | $7,953-94.9% | $12,993-96.9% | $6,925-94.2% |