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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 | $14,247 | $175,259-91.9% | $149,723-90.5% | $139,487-89.8% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 66.55% | 166.82%-100.3pp | 134.50%-67.9pp | 373.84%-307.3pp |
| Employer contribution / active EE | $1,500 | $5,478-72.6% | $4,821-68.9% | $4,755-68.5% |
| Participant deferral / active EE | $2,575 | $6,522-60.5% | $5,682-54.7% | $6,713-61.6% |
| Admin fee / account holder | $306 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |