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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 | $10,561 | $115,814-90.9% | $101,275-89.6% | $158,982-93.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.64% | 56.16%-43.5pp | 46.48%-33.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,036 | $4,176-75.2% | $3,660-71.7% | $4,763-78.3% |
| Participant deferral / active EE | $1,627 | $4,958-67.2% | $4,371-62.8% | $5,983-72.8% |
| Admin fee / account holder | $1,574 | $7,249-78.3% | $5,948-73.5% | $11,252-86.0% |