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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 | $33,190 | $101,950-67.4% | $125,529-73.6% | $86,983-61.8% |
| Participation rate | 81.5% | 70.2%+11.3pp | 74.7%+6.8pp | 69.5%+11.9pp |
| Annual return | 16.65% | 18.29%-1.6pp | 202.56%-185.9pp | 25.83%-9.2pp |
| Employer contribution / active EE | $978 | $2,358-58.5% | $3,058-68.0% | $2,584-62.2% |
| Participant deferral / active EE | $3,852 | $3,862-0.3% | $4,813-20.0% | $4,194-8.2% |
| Admin fee / account holder | $3,972 | $12,791-68.9% | $16,298-75.6% | $7,856-49.4% |