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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 | $11,686 | $80,812-85.5% | $160,784-92.7% | $82,448-85.8% |
| Participation rate | 93.8% | 66.2%+27.5pp | 77.0%+16.8pp | 68.1%+25.7pp |
| Annual return | 22.21% | 100.59%-78.4pp | 1803.92%-1781.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,632 | $2,174+67.1% | $3,733-2.7% | $2,551+42.4% |
| Participant deferral / active EE | $4,552 | $4,335+5.0% | $6,293-27.7% | $4,139+10.0% |
| Admin fee / account holder | $6,106 | $7,695-20.7% | $9,717-37.2% | $7,234-15.6% |