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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 | $12,123 | $183,516-93.4% | $155,534-92.2% | $145,884-91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,159 | $5,315-59.4% | $4,675-53.8% | $4,662-53.7% |
| Participant deferral / active EE | $2,159 | $6,467-66.6% | $5,630-61.7% | $6,690-67.7% |
| Admin fee / account holder | $3,377 | $19,293-82.5% | $15,900-78.8% | $13,392-74.8% |