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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 | $14,217 | $176,120-91.9% | $159,487-91.1% | $167,553-91.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.67% | 331.95%-316.3pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,050 | $5,299-61.3% | $4,831-57.6% | $4,840-57.7% |
| Participant deferral / active EE | $4,375 | $7,752-43.6% | $7,354-40.5% | $6,343-31.0% |
| Admin fee / account holder | $2,905 | $12,561-76.9% | $10,804-73.1% | $12,316-76.4% |