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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 | $16,360 | $183,516-91.1% | $155,534-89.5% | $145,884-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,259 | $5,315-57.5% | $4,675-51.7% | $4,662-51.6% |
| Participant deferral / active EE | $5,769 | $6,467-10.8% | $5,630+2.5% | $6,690-13.8% |
| Admin fee / account holder | $571 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |