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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 | $20,165 | $85,766-76.5% | $136,297-85.2% | $70,131-71.2% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | 17.51% | 31.45%-13.9pp | 5156.16%-5138.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,265 | $2,966-57.4% | $4,696-73.1% | $2,342-46.0% |
| Participant deferral / active EE | $3,283 | $5,051-35.0% | $6,247-47.4% | $3,332-1.5% |
| Admin fee / account holder | $2,849 | $5,420-47.4% | $9,244-69.2% | $4,645-38.7% |