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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 | $17,292 | $81,476-78.8% | $102,383-83.1% | $80,925-78.6% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.7%+17.0pp |
| Annual return | 91.32% | 25.59%+65.7pp | 24.94%+66.4pp | 35.65%+55.7pp |
| Employer contribution / active EE | $857 | $3,105-72.4% | $3,870-77.9% | $2,756-68.9% |
| Participant deferral / active EE | $4,152 | $3,871+7.3% | $5,060-17.9% | $4,299-3.4% |
| Admin fee / account holder | $2,166 | $6,717-67.7% | $8,391-74.2% | $6,940-68.8% |