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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 | $19,463 | $178,174-89.1% | $156,181-87.5% | $137,256-85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 115.11% | 84.19%+30.9pp | 64.87%+50.2pp | 220.34%-105.2pp |
| Employer contribution / active EE | $1,612 | $4,972-67.6% | $4,294-62.5% | $4,156-61.2% |
| Participant deferral / active EE | $2,748 | $6,888-60.1% | $6,132-55.2% | $6,407-57.1% |
| Admin fee / account holder | $1,078 | $17,404-93.8% | $14,586-92.6% | $12,270-91.2% |