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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 | $12,060 | $125,184-90.4% | $105,607-88.6% | $145,884-91.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.32% | 225.00%-208.7pp | 116.11%-99.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,425 | $3,720-61.7% | $3,167-55.0% | $4,662-69.4% |
| Participant deferral / active EE | $2,560 | $5,714-55.2% | $5,011-48.9% | $6,690-61.7% |
| Admin fee / account holder | $1,436 | $17,133-91.6% | $10,958-86.9% | $13,392-89.3% |