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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 | $16,141 | $115,796-86.1% | $101,264-84.1% | $158,950-89.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 25.97% | 56.15%-30.2pp | 46.48%-20.5pp | 302.91%-276.9pp |
| Employer contribution / active EE | $2,417 | $4,175-42.1% | $3,660-34.0% | $4,762-49.2% |
| Participant deferral / active EE | $4,043 | $4,958-18.5% | $4,370-7.5% | $5,983-32.4% |
| Admin fee / account holder | $493 | $7,247-93.2% | $5,947-91.7% | $11,248-95.6% |