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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 | $15,497 | $160,040-90.3% | $147,096-89.5% | $145,877-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,724 | $5,289-67.4% | $4,936-65.1% | $4,663-63.0% |
| Participant deferral / active EE | $4,310 | $8,429-48.9% | $8,071-46.6% | $6,691-35.6% |
| Admin fee / account holder | $1,783 | $15,050-88.2% | $13,005-86.3% | $13,402-86.7% |