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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 | $12,897 | $211,224-93.9% | $178,505-92.8% | $145,897-91.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 8.69% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,485 | $4,577-67.5% | $3,955-62.5% | $4,663-68.1% |
| Participant deferral / active EE | $1,938 | $6,966-72.2% | $6,280-69.1% | $6,689-71.0% |
| Admin fee / account holder | $2,442 | $12,109-79.8% | $10,428-76.6% | $13,390-81.8% |