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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 | $11,757 | $160,070-92.7% | $147,117-92.0% | $145,897-91.9% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 15.15% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,265 | $5,285-57.1% | $4,932-54.1% | $4,663-51.4% |
| Participant deferral / active EE | $3,413 | $8,419-59.5% | $8,065-57.7% | $6,689-49.0% |
| Admin fee / account holder | $1,865 | $15,035-87.6% | $12,993-85.6% | $13,390-86.1% |