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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 | $18,497 | $74,535-75.2% | $100,712-81.6% | $82,637-77.6% |
| Participation rate | 93.0% | 61.2%+31.8pp | 69.3%+23.7pp | 68.1%+24.9pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $3,200 | $1,503+112.9% | $2,313+38.4% | $2,552+25.4% |
| Participant deferral / active EE | $4,105 | $3,074+33.5% | $4,085+0.5% | $4,126-0.5% |
| Admin fee / account holder | $726 | $6,576-89.0% | $9,256-92.2% | $7,339-90.1% |