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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 | $19,709 | $201,344-90.2% | $184,243-89.3% | $145,877-86.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 16.49% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,414 | $7,022-65.6% | $6,427-62.4% | $4,663-48.2% |
| Participant deferral / active EE | $4,159 | $9,807-57.6% | $9,132-54.5% | $6,691-37.8% |
| Admin fee / account holder | $527 | $16,382-96.8% | $13,914-96.2% | $13,402-96.1% |