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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 | $14,028 | $45,566-69.2% | $64,105-78.1% | $59,633-76.5% |
| Participation rate | 84.6% | 60.2%+24.4pp | 68.2%+16.4pp | 68.7%+15.9pp |
| Annual return | 26.02% | 4.95%+21.1pp | 791.24%-765.2pp | 2041.45%-2015.4pp |
| Employer contribution / active EE | $794 | $934-15.0% | $1,820-56.4% | $2,203-63.9% |
| Participant deferral / active EE | $1,446 | $2,057-29.7% | $2,822-48.7% | $3,192-54.7% |
| Admin fee / account holder | $536 | $3,268-83.6% | $4,499-88.1% | $4,297-87.5% |