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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 | $21,000 | $69,511-69.8% | $94,672-77.8% | $71,529-70.6% |
| Participation rate | 79.2% | 78.4%+0.7pp | 80.8%-1.7pp | 67.9%+11.2pp |
| Annual return | 75.45% | 29.67%+45.8pp | 156.89%-81.4pp | 28.97%+46.5pp |
| Employer contribution / active EE | $1,689 | $2,853-40.8% | $3,673-54.0% | $2,590-34.8% |
| Participant deferral / active EE | $12,241 | $7,348+66.6% | $7,417+65.0% | $4,291+185.3% |
| Admin fee / account holder | $1,543 | $1,211+27.4% | $7,222-78.6% | $1,588-2.9% |