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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 | $27,434 | $94,031-70.8% | $115,768-76.3% | $82,448-66.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 49.21% | 20.61%+28.6pp | 100.46%-51.3pp | 41.64%+7.6pp |
| Employer contribution / active EE | $2,068 | $2,323-11.0% | $2,940-29.6% | $2,551-18.9% |
| Participant deferral / active EE | $3,965 | $3,972-0.2% | $4,917-19.4% | $4,139-4.2% |
| Admin fee / account holder | $1,126 | $10,249-89.0% | $12,439-91.0% | $7,234-84.4% |