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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 | $10,581 | $223,823-95.3% | $211,142-95.0% | $154,746-93.2% |
| Participation rate | 78.9% | 87.9%-8.9pp | 87.3%-8.3pp | 80.7%-1.8pp |
| Annual return | 32.97% | 50.39%-17.4pp | 46.84%-13.9pp | 172.34%-139.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,469 | $9,750-43.9% | $9,284-41.1% | $6,730-18.7% |
| Admin fee / account holder | $581 | $19,707-97.1% | $19,076-97.0% | $14,365-96.0% |