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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 | $4,390 | $97,125-95.5% | $86,233-94.9% | $137,256-96.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 17.48% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $718 | $2,841-74.7% | $2,504-71.3% | $4,156-82.7% |
| Participant deferral / active EE | $871 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $1,084 | $9,725-88.9% | $8,342-87.0% | $12,270-91.2% |