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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 | $18,314 | $117,904-84.5% | $102,457-82.1% | $145,978-87.5% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 225.06% | 31.80%+193.3pp | 29.41%+195.6pp | 550.52%-325.5pp |
| Employer contribution / active EE | $2,300 | $3,613-36.3% | $3,022-23.9% | $4,662-50.7% |
| Participant deferral / active EE | $3,849 | $5,733-32.9% | $5,054-23.8% | $6,690-42.5% |
| Admin fee / account holder | $1,905 | $13,329-85.7% | $9,451-79.8% | $13,400-85.8% |