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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 | $20,740 | $165,939-87.5% | $122,354-83.0% | $147,586-85.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.60% | 34.56%-21.0pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,147 | $5,754-62.7% | $4,051-47.0% | $4,876-56.0% |
| Participant deferral / active EE | $7,102 | $4,005+77.3% | $3,287+116.0% | $5,439+30.6% |
| Admin fee / account holder | $1,502 | $7,425-79.8% | $5,479-72.6% | $10,886-86.2% |