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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 | $3,842 | $51,222-92.5% | $70,544-94.6% | $75,173-94.9% |
| Participation rate | 88.9% | 61.0%+27.9pp | 68.4%+20.5pp | 67.2%+21.7pp |
| Annual return | 47.10% | 30.06%+17.0pp | 32.79%+14.3pp | 160.72%-113.6pp |
| Employer contribution / active EE | $1,778 | $1,827-2.7% | $2,976-40.3% | $2,671-33.4% |
| Participant deferral / active EE | $1,964 | $2,850-31.1% | $4,568-57.0% | $4,126-52.4% |
| Admin fee / account holder | $532 | $4,096-87.0% | $6,427-91.7% | $5,651-90.6% |