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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 | $18,039 | $63,346-71.5% | $92,240-80.4% | $70,126-74.3% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 22.10% | 530.19%-508.1pp | 176.29%-154.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $972 | $2,471-60.7% | $3,680-73.6% | $2,343-58.5% |
| Participant deferral / active EE | $2,431 | $2,854-14.8% | $3,897-37.6% | $3,332-27.0% |
| Admin fee / account holder | $812 | $3,841-78.9% | $5,194-84.4% | $4,645-82.5% |