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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 | $12,217 | $129,737-90.6% | $119,126-89.7% | $154,746-92.1% |
| Participation rate | 73.9% | 78.9%-4.9pp | 75.8%-1.8pp | 80.7%-6.8pp |
| Annual return | 28.13% | 379.08%-351.0pp | 282.11%-254.0pp | 172.34%-144.2pp |
| Employer contribution / active EE | $2,035 | $4,375-53.5% | $4,034-49.5% | $4,379-53.5% |
| Participant deferral / active EE | $3,783 | $5,842-35.2% | $5,318-28.9% | $6,730-43.8% |
| Admin fee / account holder | $555 | $11,961-95.4% | $10,693-94.8% | $14,365-96.1% |