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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 | $4,176 | $114,119-96.3% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 12.44% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $939 | $4,059-76.9% | $3,782-75.2% | $4,194-77.6% |
| Participant deferral / active EE | $2,202 | $5,538-60.2% | $5,096-56.8% | $6,396-65.6% |
| Admin fee / account holder | $2,562 | $10,024-74.4% | $9,162-72.0% | $12,562-79.6% |