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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 | $8,319 | $174,379-95.2% | $152,093-94.5% | $138,895-94.0% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 123.08% | 74.86%+48.2pp | 66.36%+56.7pp | 145.39%-22.3pp |
| Employer contribution / active EE | $1,669 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $3,883 | $6,159-37.0% | $5,451-28.8% | $6,396-39.3% |
| Admin fee / account holder | $417 | $16,880-97.5% | $14,497-97.1% | $12,562-96.7% |