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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 | $20,368 | $101,795-80.0% | $165,100-87.7% | $80,959-74.8% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.9pp |
| Annual return | 56.67% | 16.73%+39.9pp | 70.21%-13.5pp | 35.67%+21.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,896 | $4,476-13.0% | $6,035-35.5% | $4,300-9.4% |
| Admin fee / account holder | $3,797 | $8,221-53.8% | $12,696-70.1% | $6,925-45.2% |