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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 | $14,373 | $183,516-92.2% | $155,534-90.8% | $145,884-90.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,038 | $5,315-61.6% | $4,675-56.4% | $4,662-56.3% |
| Participant deferral / active EE | $3,215 | $6,467-50.3% | $5,630-42.9% | $6,690-51.9% |
| Admin fee / account holder | $811 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |