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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 | $16,400 | $98,776-83.4% | $149,745-89.0% | $79,856-79.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,216 | $3,217+31.0% | $4,646-9.3% | $2,471+70.6% |
| Participant deferral / active EE | $9,602 | $5,681+69.0% | $6,843+40.3% | $3,741+156.7% |
| Admin fee / account holder | $444 | $6,053-92.7% | $9,312-95.2% | $5,306-91.6% |