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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 | $17,102 | $98,240-82.6% | $82,313-79.2% | $147,585-88.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.49% | 30.85%-12.4pp | 25.88%-7.4pp | 578.58%-560.1pp |
| Employer contribution / active EE | $4,057 | $3,192+27.1% | $2,428+67.1% | $4,876-16.8% |
| Participant deferral / active EE | $2,200 | $4,383-49.8% | $3,706-40.7% | $5,439-59.6% |
| Admin fee / account holder | $510 | $8,563-94.0% | $5,608-90.9% | $10,886-95.3% |