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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 | $12,173 | $148,623-91.8% | $135,974-91.0% | $139,466-91.3% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 19.04% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,381 | $5,246-73.7% | $4,859-71.6% | $4,754-70.9% |
| Participant deferral / active EE | $3,497 | $8,103-56.8% | $7,760-54.9% | $6,712-47.9% |
| Admin fee / account holder | $1,973 | $12,406-84.1% | $10,767-81.7% | $11,409-82.7% |