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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 | $18,634 | $171,492-89.1% | $150,734-87.6% | $198,609-90.6% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 71.38% | 804.70%-733.3pp | 600.81%-529.4pp | 202.70%-131.3pp |
| Employer contribution / active EE | $1,461 | $5,470-73.3% | $4,918-70.3% | $5,055-71.1% |
| Participant deferral / active EE | $2,685 | $6,259-57.1% | $5,610-52.1% | $6,977-61.5% |
| Admin fee / account holder | $1,700 | $17,628-90.4% | $14,905-88.6% | $19,030-91.1% |