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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 | $19,678 | $101,795-80.7% | $165,100-88.1% | $80,959-75.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 63.02% | 16.73%+46.3pp | 70.21%-7.2pp | 35.67%+27.4pp |
| Employer contribution / active EE | $4,845 | $2,954+64.0% | $4,348+11.4% | $2,757+75.7% |
| Participant deferral / active EE | $6,570 | $4,476+46.8% | $6,035+8.9% | $4,300+52.8% |
| Admin fee / account holder | $314 | $8,221-96.2% | $12,696-97.5% | $6,925-95.5% |