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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 | $24,174 | $196,972-87.7% | $182,262-86.7% | $198,609-87.8% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 20.98% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $1,763 | $5,364-67.1% | $5,046-65.1% | $5,055-65.1% |
| Participant deferral / active EE | $4,486 | $8,643-48.1% | $8,276-45.8% | $6,977-35.7% |
| Admin fee / account holder | $4,073 | $18,429-77.9% | $16,712-75.6% | $19,030-78.6% |