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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 | $15,946 | $160,070-90.0% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 19.05% | 98.69%-79.6pp | 420.54%-401.5pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,896 | $5,285-64.1% | $4,932-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $4,169 | $8,419-50.5% | $8,065-48.3% | $6,689-37.7% |
| Admin fee / account holder | $2,082 | $15,035-86.2% | $12,993-84.0% | $13,390-84.5% |