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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 | $4,236 | $61,125-93.1% | $94,057-95.5% | $87,485-95.2% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.3%+16.3pp | 68.9%+20.7pp |
| Annual return | 31.25% | 35.20%-3.9pp | 480.62%-449.4pp | 26.06%+5.2pp |
| Employer contribution / active EE | $947 | $2,136-55.7% | $2,933-67.7% | $2,596-63.5% |
| Participant deferral / active EE | $1,820 | $3,260-44.2% | $4,709-61.3% | $4,274-57.4% |
| Admin fee / account holder | $790 | $5,629-86.0% | $7,244-89.1% | $7,775-89.8% |