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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 | $10,562 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 21.66% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,225 | $4,636-73.6% | $4,154-70.5% | $4,156-70.5% |
| Participant deferral / active EE | $2,682 | $6,166-56.5% | $5,453-50.8% | $6,407-58.1% |
| Admin fee / account holder | $1,388 | $16,471-91.6% | $14,116-90.2% | $12,270-88.7% |