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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 | $18,185 | $89,259-79.6% | $107,187-83.0% | $82,637-78.0% |
| Participation rate | 75.7% | 67.9%+7.7pp | 75.0%+0.7pp | 68.1%+7.6pp |
| Annual return | 22.20% | 21.02%+1.2pp | 204.55%-182.3pp | 53.51%-31.3pp |
| Employer contribution / active EE | $1,308 | $3,080-57.5% | $3,782-65.4% | $2,552-48.8% |
| Participant deferral / active EE | $4,475 | $4,037+10.8% | $5,096-12.2% | $4,126+8.4% |
| Admin fee / account holder | $537 | $7,381-92.7% | $9,162-94.1% | $7,339-92.7% |