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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 | $18,483 | $56,200-67.1% | $67,653-72.7% | $59,633-69.0% |
| Participation rate | 75.4% | 71.5%+3.9pp | 75.7%-0.3pp | 68.7%+6.7pp |
| Annual return | 1.06% | 18506.71%-18505.6pp | 6625.22%-6624.2pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $1,416 | $1,615-12.3% | $2,266-37.5% | $2,203-35.7% |
| Participant deferral / active EE | $1,749 | $2,843-38.5% | $3,560-50.9% | $3,192-45.2% |
| Admin fee / account holder | $3,880 | $3,959-2.0% | $4,821-19.5% | $4,297-9.7% |