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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 | $13,230 | $148,623-91.1% | $135,974-90.3% | $139,466-90.5% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 32.48% | 79.30%-46.8pp | 68.30%-35.8pp | 373.66%-341.2pp |
| Employer contribution / active EE | $1,810 | $5,246-65.5% | $4,859-62.8% | $4,754-61.9% |
| Participant deferral / active EE | $4,121 | $8,103-49.1% | $7,760-46.9% | $6,712-38.6% |
| Admin fee / account holder | $753 | $12,406-93.9% | $10,767-93.0% | $11,409-93.4% |