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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 | $18,082 | $157,296-88.5% | $141,191-87.2% | $152,897-88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.86% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,519 | $5,262-71.1% | $4,736-67.9% | $4,764-68.1% |
| Participant deferral / active EE | $2,381 | $7,111-66.5% | $6,710-64.5% | $5,851-59.3% |
| Admin fee / account holder | $415 | $12,125-96.6% | $10,264-96.0% | $11,599-96.4% |