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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 | $15,408 | $166,268-90.7% | $165,100-90.7% | $145,897-89.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.90% | 100.52%-81.6pp | 70.21%-51.3pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,554 | $5,284-51.7% | $4,348-41.3% | $4,663-45.2% |
| Participant deferral / active EE | $2,850 | $6,964-59.1% | $6,035-52.8% | $6,689-57.4% |
| Admin fee / account holder | $578 | $16,659-96.5% | $12,696-95.4% | $13,390-95.7% |