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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 | $166,131-87.5% | $164,975-87.5% | $145,877-85.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 10.50% | 100.37%-89.9pp | 70.12%-59.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,486 | $5,276-52.9% | $4,343-42.8% | $4,663-46.7% |
| Participant deferral / active EE | $4,203 | $6,962-39.6% | $6,033-30.3% | $6,691-37.2% |
| Admin fee / account holder | $4,921 | $16,648-70.4% | $12,688-61.2% | $13,402-63.3% |