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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 | $15,238 | $183,516-91.7% | $155,534-90.2% | $145,884-89.6% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.51% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,614 | $5,315-69.6% | $4,675-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $3,804 | $6,467-41.2% | $5,630-32.4% | $6,690-43.1% |
| Admin fee / account holder | $413 | $19,293-97.9% | $15,900-97.4% | $13,392-96.9% |