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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 | $4,677 | $129,737-96.4% | $119,126-96.1% | $154,746-97.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 23.18% | 379.08%-355.9pp | 282.11%-258.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,651 | $4,375-62.3% | $4,034-59.1% | $4,379-62.3% |
| Participant deferral / active EE | $1,922 | $5,842-67.1% | $5,318-63.9% | $6,730-71.4% |
| Admin fee / account holder | $332 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |