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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 | $5,114 | $111,535-95.4% | $105,223-95.1% | $137,256-96.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 18.28% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,134 | $3,939-45.8% | $3,689-42.1% | $4,156-48.7% |
| Participant deferral / active EE | $2,568 | $5,500-53.3% | $5,072-49.4% | $6,407-59.9% |
| Admin fee / account holder | $2,322 | $9,721-76.1% | $8,859-73.8% | $12,270-81.1% |