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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 | $24,171 | $201,344-88.0% | $184,243-86.9% | $145,877-83.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,429 | $7,022-51.2% | $6,427-46.7% | $4,663-26.5% |
| Participant deferral / active EE | $4,413 | $9,807-55.0% | $9,132-51.7% | $6,691-34.0% |
| Admin fee / account holder | $1,402 | $16,382-91.4% | $13,914-89.9% | $13,402-89.5% |