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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 | $8,818 | $148,582-94.1% | $135,942-93.5% | $139,456-93.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.02% | 79.26%-59.2pp | 68.28%-48.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,071 | $5,245-60.5% | $4,858-57.4% | $4,753-56.4% |
| Participant deferral / active EE | $4,885 | $8,101-39.7% | $7,759-37.0% | $6,711-27.2% |
| Admin fee / account holder | $3,094 | $12,402-75.1% | $10,764-71.3% | $11,407-72.9% |