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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 | $17,197 | $201,370-91.5% | $184,256-90.7% | $145,897-88.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 11.77% | 29.05%-17.3pp | 28.85%-17.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,234 | $7,024-68.2% | $6,427-65.2% | $4,663-52.1% |
| Participant deferral / active EE | $4,967 | $9,808-49.4% | $9,133-45.6% | $6,689-25.7% |
| Admin fee / account holder | $3,437 | $16,364-79.0% | $13,899-75.3% | $13,390-74.3% |