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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 | $28,368 | $176,786-84.0% | $146,643-80.7% | $167,536-83.1% |
| Participation rate | 78.6% | 83.6%-5.1pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 20.64% | 24.04%-3.4pp | 22.75%-2.1pp | 478.82%-458.2pp |
| Employer contribution / active EE | $2,846 | $5,161-44.9% | $4,137-31.2% | $4,839-41.2% |
| Participant deferral / active EE | $4,175 | $6,440-35.2% | $5,506-24.2% | $6,342-34.2% |
| Admin fee / account holder | $1,382 | $13,262-89.6% | $10,280-86.6% | $12,315-88.8% |