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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 | $11,762 | $102,422-88.5% | $147,117-92.0% | $80,959-85.5% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 18.08% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,906 | $3,717-21.8% | $4,932-41.1% | $2,757+5.4% |
| Participant deferral / active EE | $4,244 | $6,652-36.2% | $8,065-47.4% | $4,300-1.3% |
| Admin fee / account holder | $1,501 | $7,953-81.1% | $12,993-88.4% | $6,925-78.3% |