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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 | $19,878 | $135,956-85.4% | $123,894-84.0% | $273,972-92.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,234 | $5,170-76.1% | $4,617-73.3% | $4,869-74.7% |
| Participant deferral / active EE | $2,439 | $6,343-61.5% | $5,984-59.2% | $5,287-53.9% |
| Admin fee / account holder | $426 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |