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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 | $19,364 | $176,105-89.0% | $159,474-87.9% | $167,536-88.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.71% | 331.91%-315.2pp | 263.68%-247.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,909 | $5,299-64.0% | $4,831-60.5% | $4,839-60.5% |
| Participant deferral / active EE | $2,925 | $7,751-62.3% | $7,353-60.2% | $6,342-53.9% |
| Admin fee / account holder | $682 | $12,559-94.6% | $10,802-93.7% | $12,315-94.5% |