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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 | $18,422 | $176,402-89.6% | $134,162-86.3% | $158,982-88.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 37.79% | 63.66%-25.9pp | 36.35%+1.4pp | 302.99%-265.2pp |
| Employer contribution / active EE | $6,622 | $5,042+31.3% | $3,705+78.7% | $4,763+39.0% |
| Participant deferral / active EE | $4,875 | $4,093+19.1% | $3,500+39.3% | $5,983-18.5% |
| Admin fee / account holder | $669 | $8,719-92.3% | $6,685-90.0% | $11,252-94.1% |