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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 | $30,288 | $223,823-86.5% | $211,142-85.7% | $154,746-80.4% |
| Participation rate | 70.6% | 87.9%-17.3pp | 87.3%-16.7pp | 80.7%-10.1pp |
| Annual return | 19.69% | 50.39%-30.7pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,855 | $6,787-72.7% | $6,442-71.2% | $4,379-57.7% |
| Participant deferral / active EE | $4,654 | $9,750-52.3% | $9,284-49.9% | $6,730-30.9% |
| Admin fee / account holder | $5,118 | $19,707-74.0% | $19,076-73.2% | $14,365-64.4% |