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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 | $15,101 | $67,602-77.7% | $82,312-81.7% | $70,126-78.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 119.95% | 21.57%+98.4pp | 25.88%+94.1pp | 73.15%+46.8pp |
| Employer contribution / active EE | $2,260 | $1,755+28.8% | $2,428-6.9% | $2,343-3.5% |
| Participant deferral / active EE | $4,398 | $2,987+47.2% | $3,706+18.7% | $3,332+32.0% |
| Admin fee / account holder | $2,414 | $4,512-46.5% | $5,608-56.9% | $4,645-48.0% |