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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 | $9,457 | $103,393-90.9% | $87,103-89.1% | $152,909-93.8% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%0pp | 82.5%-5.5pp |
| Annual return | 15.38% | 28.10%-12.7pp | 28.19%-12.8pp | 345.46%-330.1pp |
| Employer contribution / active EE | $647 | $3,221-79.9% | $2,521-74.3% | $4,764-86.4% |
| Participant deferral / active EE | $1,558 | $4,778-67.4% | $4,049-61.5% | $5,851-73.4% |
| Admin fee / account holder | $1,526 | $12,195-87.5% | $7,491-79.6% | $11,601-86.8% |