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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 | $23,623 | $196,972-88.0% | $182,262-87.0% | $198,609-88.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.08% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,715 | $5,364-49.4% | $5,046-46.2% | $5,055-46.3% |
| Participant deferral / active EE | $4,495 | $8,643-48.0% | $8,276-45.7% | $6,977-35.6% |
| Admin fee / account holder | $486 | $18,429-97.4% | $16,712-97.1% | $19,030-97.4% |