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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 | $20,697 | $166,268-87.6% | $165,100-87.5% | $145,897-85.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 10.50% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,486 | $5,284-53.0% | $4,348-42.8% | $4,663-46.7% |
| Participant deferral / active EE | $4,203 | $6,964-39.6% | $6,035-30.4% | $6,689-37.2% |
| Admin fee / account holder | $4,921 | $16,659-70.5% | $12,696-61.2% | $13,390-63.3% |