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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 | $16,184 | $178,174-90.9% | $156,181-89.6% | $137,256-88.2% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 21.05% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,829 | $4,972-63.2% | $4,294-57.4% | $4,156-56.0% |
| Participant deferral / active EE | $2,485 | $6,888-63.9% | $6,132-59.5% | $6,407-61.2% |
| Admin fee / account holder | $356 | $17,404-98.0% | $14,586-97.6% | $12,270-97.1% |