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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 | $11,437 | $94,436-87.9% | $115,599-90.1% | $82,637-86.2% |
| Participation rate | 81.5% | 70.4%+11.1pp | 74.3%+7.2pp | 68.1%+13.4pp |
| Annual return | 18.35% | 18.37%0pp | 111.10%-92.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,228 | $2,324-47.2% | $2,955-58.5% | $2,552-51.9% |
| Participant deferral / active EE | $1,774 | $3,955-55.1% | $4,889-63.7% | $4,126-57.0% |
| Admin fee / account holder | $3,425 | $10,328-66.8% | $12,841-73.3% | $7,339-53.3% |