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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 | $7,860 | $185,312-95.8% | $161,489-95.1% | $154,746-94.9% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 15.38% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,232 | $4,769-74.2% | $4,268-71.1% | $4,379-71.9% |
| Participant deferral / active EE | $2,164 | $6,350-65.9% | $5,630-61.6% | $6,730-67.8% |
| Admin fee / account holder | $1,251 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |