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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 | $19,807 | $88,672-77.7% | $105,223-81.2% | $82,448-76.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.18% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,195 | $3,048+4.8% | $3,689-13.4% | $2,551+25.2% |
| Participant deferral / active EE | $4,732 | $4,036+17.3% | $5,072-6.7% | $4,139+14.3% |
| Admin fee / account holder | $2,206 | $7,146-69.1% | $8,859-75.1% | $7,234-69.5% |