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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 | $29,718 | $198,457-85.0% | $170,435-82.6% | $147,586-79.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.08% | 257.30%-244.2pp | 205.94%-192.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,213 | $6,183-64.2% | $5,432-59.3% | $4,876-54.6% |
| Participant deferral / active EE | $3,765 | $5,629-33.1% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $8,870 | $16,852-47.4% | $13,881-36.1% | $10,886-18.5% |