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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 | $6,137 | $182,442-96.6% | $163,379-96.2% | $138,895-95.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 17.55% | 72.74%-55.2pp | 63.41%-45.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,654 | $4,159-60.2% | $3,752-55.9% | $4,194-60.6% |
| Participant deferral / active EE | $2,100 | $6,817-69.2% | $6,282-66.6% | $6,396-67.2% |
| Admin fee / account holder | $490 | $10,396-95.3% | $9,818-95.0% | $12,562-96.1% |