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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 | $16,174 | $160,070-89.9% | $147,117-89.0% | $145,897-88.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,203 | $5,285-77.2% | $4,932-75.6% | $4,663-74.2% |
| Participant deferral / active EE | $4,283 | $8,419-49.1% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $1,144 | $15,035-92.4% | $12,993-91.2% | $13,390-91.5% |