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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 | $17,784 | $102,422-82.6% | $147,117-87.9% | $80,959-78.0% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 45.32% | 135.16%-89.8pp | 420.54%-375.2pp | 35.67%+9.7pp |
| Employer contribution / active EE | $1,583 | $3,717-57.4% | $4,932-67.9% | $2,757-42.6% |
| Participant deferral / active EE | $3,974 | $6,652-40.3% | $8,065-50.7% | $4,300-7.6% |
| Admin fee / account holder | $2,378 | $7,953-70.1% | $12,993-81.7% | $6,925-65.7% |