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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 | $15,692 | $93,345-83.2% | $119,126-86.8% | $87,485-82.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.90% | 19.08%-5.2pp | 282.11%-268.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $7,558 | $3,172+138.3% | $4,034+87.4% | $2,596+191.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $328 | $8,039-95.9% | $10,693-96.9% | $7,775-95.8% |