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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 | $12,937 | $129,737-90.0% | $119,126-89.1% | $154,746-91.6% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 15.86% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,655 | $4,375-62.2% | $4,034-59.0% | $4,379-62.2% |
| Participant deferral / active EE | $2,597 | $5,842-55.5% | $5,318-51.2% | $6,730-61.4% |
| Admin fee / account holder | $1,066 | $11,961-91.1% | $10,693-90.0% | $14,365-92.6% |