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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 | $14,360 | $156,398-90.8% | $147,318-90.3% | $138,895-89.7% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 16.62% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,625 | $4,853-66.5% | $4,593-64.6% | $4,194-61.3% |
| Participant deferral / active EE | $2,599 | $8,237-68.4% | $7,906-67.1% | $6,396-59.4% |
| Admin fee / account holder | $4,281 | $14,976-71.4% | $13,708-68.8% | $12,562-65.9% |