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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 | $24,555 | $102,422-76.0% | $147,117-83.3% | $80,959-69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.98% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $3,670 | $3,717-1.3% | $4,932-25.6% | $2,757+33.1% |
| Participant deferral / active EE | $7,343 | $6,652+10.4% | $8,065-8.9% | $4,300+70.7% |
| Admin fee / account holder | $1,547 | $7,953-80.5% | $12,993-88.1% | $6,925-77.7% |