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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 | $18,890 | $89,259-78.8% | $107,187-82.4% | $82,637-77.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.11% | 21.02%-0.9pp | 204.55%-184.4pp | 53.51%-33.4pp |
| Employer contribution / active EE | $4,587 | $3,080+48.9% | $3,782+21.3% | $2,552+79.8% |
| Participant deferral / active EE | $8,921 | $4,037+121.0% | $5,096+75.1% | $4,126+116.2% |
| Admin fee / account holder | $647 | $7,381-91.2% | $9,162-92.9% | $7,339-91.2% |