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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 | $23,359 | $217,432-89.3% | $185,851-87.4% | $167,553-86.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 31.47% | 148.43%-117.0pp | 122.11%-90.6pp | 478.89%-447.4pp |
| Employer contribution / active EE | $2,626 | $5,874-55.3% | $5,168-49.2% | $4,840-45.7% |
| Participant deferral / active EE | $3,837 | $6,357-39.6% | $5,569-31.1% | $6,343-39.5% |
| Admin fee / account holder | $885 | $19,820-95.5% | $16,245-94.6% | $12,316-92.8% |