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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 | $14,772 | $162,136-90.9% | $152,301-90.3% | $154,746-90.5% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 29.34% | 91.02%-61.7pp | 80.50%-51.2pp | 172.34%-143.0pp |
| Employer contribution / active EE | $2,344 | $4,890-52.1% | $4,624-49.3% | $4,379-46.5% |
| Participant deferral / active EE | $3,151 | $8,341-62.2% | $8,004-60.6% | $6,730-53.2% |
| Admin fee / account holder | $1,308 | $15,759-91.7% | $14,398-90.9% | $14,365-90.9% |