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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 | $14,020 | $124,346-88.7% | $111,308-87.4% | $167,536-91.6% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 17.81% | 37.45%-19.6pp | 54.67%-36.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $2,116 | $3,437-38.4% | $2,732-22.6% | $4,839-56.3% |
| Participant deferral / active EE | $6,245 | $5,182+20.5% | $4,487+39.2% | $6,342-1.5% |
| Admin fee / account holder | $4,772 | $10,621-55.1% | $7,965-40.1% | $12,315-61.2% |