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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 | $7,377 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.52% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,575 | $4,853-46.9% | $4,593-43.9% | $4,194-38.6% |
| Participant deferral / active EE | $3,754 | $8,237-54.4% | $7,906-52.5% | $6,396-41.3% |
| Admin fee / account holder | $2,376 | $14,976-84.1% | $13,708-82.7% | $12,562-81.1% |