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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 | $9,311 | $174,379-94.7% | $152,093-93.9% | $138,895-93.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 27.99% | 74.86%-46.9pp | 66.36%-38.4pp | 145.39%-117.4pp |
| Employer contribution / active EE | $1,068 | $4,652-77.1% | $4,175-74.4% | $4,194-74.5% |
| Participant deferral / active EE | $1,672 | $6,159-72.8% | $5,451-69.3% | $6,396-73.9% |
| Admin fee / account holder | $846 | $16,880-95.0% | $14,497-94.2% | $12,562-93.3% |