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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 | $17,372 | $125,237-86.1% | $105,608-83.6% | $145,877-88.1% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 13.01% | 225.76%-212.8pp | 116.50%-103.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,343 | $3,720-63.9% | $3,167-57.6% | $4,663-71.2% |
| Participant deferral / active EE | $5,892 | $5,711+3.2% | $5,010+17.6% | $6,691-11.9% |
| Admin fee / account holder | $525 | $17,287-97.0% | $11,028-95.2% | $13,402-96.1% |