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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 | $19,092 | $63,346-69.9% | $92,240-79.3% | $70,126-72.8% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 18.46% | 530.19%-511.7pp | 176.29%-157.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $632 | $2,471-74.4% | $3,680-82.8% | $2,343-73.0% |
| Participant deferral / active EE | $5,118 | $2,854+79.3% | $3,897+31.3% | $3,332+53.6% |
| Admin fee / account holder | $3,544 | $3,841-7.7% | $5,194-31.8% | $4,645-23.7% |