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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 | $15,700 | $166,268-90.6% | $165,100-90.5% | $145,897-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.00% | 100.52%-86.5pp | 70.21%-56.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,526 | $5,284-71.1% | $4,348-64.9% | $4,663-67.3% |
| Participant deferral / active EE | $4,240 | $6,964-39.1% | $6,035-29.8% | $6,689-36.6% |
| Admin fee / account holder | $610 | $16,659-96.3% | $12,696-95.2% | $13,390-95.4% |