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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 | $13,230 | $148,582-91.1% | $135,942-90.3% | $139,456-90.5% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 32.48% | 79.26%-46.8pp | 68.28%-35.8pp | 373.45%-341.0pp |
| Employer contribution / active EE | $1,810 | $5,245-65.5% | $4,858-62.7% | $4,753-61.9% |
| Participant deferral / active EE | $4,121 | $8,101-49.1% | $7,759-46.9% | $6,711-38.6% |
| Admin fee / account holder | $753 | $12,402-93.9% | $10,764-93.0% | $11,407-93.4% |