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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 | $17,938 | $185,883-90.3% | $170,043-89.5% | $139,466-87.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.47% | 60.54%-42.1pp | 53.40%-34.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,935 | $7,596-74.5% | $6,790-71.5% | $4,754-59.3% |
| Participant deferral / active EE | $4,534 | $11,626-61.0% | $10,410-56.4% | $6,712-32.5% |
| Admin fee / account holder | $7,062 | $15,393-54.1% | $12,824-44.9% | $11,409-38.1% |