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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 | $15,238 | $148,582-89.7% | $135,942-88.8% | $139,456-89.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.82% | 79.26%-61.4pp | 68.28%-50.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,406 | $5,245-54.1% | $4,858-50.5% | $4,753-49.4% |
| Participant deferral / active EE | $4,603 | $8,101-43.2% | $7,759-40.7% | $6,711-31.4% |
| Admin fee / account holder | $3,070 | $12,402-75.2% | $10,764-71.5% | $11,407-73.1% |