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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 | $18,797 | $105,200-82.1% | $159,474-88.2% | $85,847-78.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 25.26% | 45.08%-19.8pp | 263.68%-238.4pp | 318.61%-293.3pp |
| Employer contribution / active EE | $1,606 | $3,319-51.6% | $4,831-66.8% | $2,565-37.4% |
| Participant deferral / active EE | $3,324 | $5,946-44.1% | $7,353-54.8% | $3,952-15.9% |
| Admin fee / account holder | $620 | $6,934-91.1% | $10,802-94.3% | $6,261-90.1% |