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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 | $10,209 | $106,267-90.4% | $96,520-89.4% | $139,456-92.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 22.62% | 38.45%-15.8pp | 35.72%-13.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $14,148 | $4,105+244.7% | $3,739+278.4% | $4,753+197.7% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,526 | $7,882-80.6% | $6,733-77.3% | $11,407-86.6% |